Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,974 | $63,314-38.4% | $91,004-57.2% | $62,293-37.4% |
| Participation rate | 66.2% | 73.3%-7.2pp | 75.6%-9.4pp | 69.5%-3.3pp |
| Annual return | 15.27% | 21.00%-5.7pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $410 | $1,807-77.3% | $2,456-83.3% | $2,042-79.9% |
| Participant deferral / active EE | $1,125 | $2,944-61.8% | $3,548-68.3% | $3,169-64.5% |
| Admin fee / account holder | $94 | $468-79.8% | $5,417-98.3% | $479-80.3% |