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 01-0233346 | Recordkeeping | $425 |
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.
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 | $86,037 | $80,753+6.5% | $136,298-36.9% | $62,293+38.1% |
| Participation rate | 44.1% | 73.5%-29.4pp | 81.9%-37.8pp | 69.5%-25.4pp |
| Annual return | 17.63% | 35.83%-18.2pp | 5156.27%-5138.6pp | 28.90%-11.3pp |
| Employer contribution / active EE | $834 | $2,884-71.1% | $4,696-82.2% | $2,042-59.2% |
| Participant deferral / active EE | $2,031 | $5,164-60.7% | $6,247-67.5% | $3,169-35.9% |
| Admin fee / account holder | $7 | $525-98.6% | $9,244-99.9% | $479-98.4% |