Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,204 | $39,948-74.5% | $89,414-88.6% | $73,412-86.1% |
| Participation rate | 34.1% | 50.4%-16.4pp | 68.0%-33.9pp | 72.2%-38.1pp |
| Annual return | 9.70% | 50.12%-40.4pp | 245.50%-235.8pp | 59.30%-49.6pp |
| Employer contribution / active EE | $209 | $1,200-82.5% | $2,586-91.9% | $2,234-90.6% |
| Participant deferral / active EE | $545 | $2,193-75.1% | $3,890-86.0% | $3,806-85.7% |
| Admin fee / account holder | $63 | $134-53.3% | $4,883-98.7% | $158-60.3% |