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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,138 | $46,072+34.9% | $69,779-11.0% | $55,167+12.6% |
| Participation rate | 47.5% | 67.5%-20.0pp | 71.8%-24.3pp | 69.0%-21.5pp |
| Annual return | 6.98% | 8.68%-1.7pp | 12.99%-6.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $306 | $1,500-79.6% | $2,338-86.9% | $1,963-84.4% |
| Participant deferral / active EE | $1,058 | $2,344-54.9% | $2,931-63.9% | $3,054-65.4% |
| Admin fee / account holder | $3 | $428-99.2% | $4,381-99.9% | $504-99.3% |