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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,230 |
INVESTOR SOLUTIONS INC.4 years Service code 27 2665 S. BAYSHORE DR · COCONUT GROVE, FL 33133 | Advisory (Plan) | $23,134 |
APPELROUTH FARAH & CO1 year Service code 10 · EIN 65-0122603 | Accounting | $8,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,241 | $73,404-62.9% | $87,104-68.7% | $67,579-59.7% |
| Participation rate | 55.9% | 80.9%-24.9pp | 76.9%-20.9pp | 71.3%-15.3pp |
| Annual return | 29.78% | 48.29%-18.5pp | 28.19%+1.6pp | 378.56%-348.8pp |
| Employer contribution / active EE | $1,018 | $2,014-49.4% | $2,521-59.6% | $2,148-52.6% |
| Participant deferral / active EE | $1,733 | $3,913-55.7% | $4,048-57.2% | $3,539-51.0% |
| Admin fee / account holder | $223 | $142+57.5% | $7,491-97.0% | $142+56.7% |