Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CARR, RIGGS & INGRAM, LLC2+ years Service code 10 · EIN 72-1396621 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,406 | $60,165-89.4% | $74,184-91.4% | $55,167-88.4% |
| Participation rate | 96.4% | 74.2%+22.2pp | 76.6%+19.7pp | 69.0%+27.4pp |
| Annual return | 0.13% | 10.00%-9.9pp | 17.74%-17.6pp | 169.23%-169.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $37 | $419-91.3% | $5,586-99.3% | $504-92.8% |