Filed October 21, 2024
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 35-0145825 | Recordkeeping | $19,027 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,549 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,930 | $65,582-25.4% | $64,097-23.7% | $71,529-31.6% |
| Participation rate | 47.3% | 73.2%-25.9pp | 72.3%-25.1pp | 67.9%-20.7pp |
| Annual return | 13.68% | 18.96%-5.3pp | 33.75%-20.1pp | 28.97%-15.3pp |
| Employer contribution / active EE | $202 | $2,671-92.4% | $2,750-92.6% | $2,590-92.2% |
| Participant deferral / active EE | $1,223 | $3,628-66.3% | $3,881-68.5% | $4,291-71.5% |
| Admin fee / account holder | $68 | $616-88.9% | $3,070-97.8% | $1,588-95.7% |