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 | $45,231 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $19,591 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,200 | $37,213-72.6% | $156,551-93.5% | $63,975-84.1% |
| Participation rate | 88.1% | 65.0%+23.1pp | 84.0%+4.1pp | 71.1%+17.0pp |
| Annual return | 8.76% | 47.89%-39.1pp | 32.23%-23.5pp | 48.65%-39.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,197 | $2,070+6.1% | $4,871-54.9% | $3,356-34.6% |
| Admin fee / account holder | $7 | $56-86.9% | $13,028-99.9% | $70-89.5% |