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 60 · EIN 04-2647786 | Sub-TA Fees | $54,143 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 · EIN 72-1396621 | Accounting | $14,575 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,212 | $50,150-77.6% | $149,723-92.5% | $80,169-86.0% |
| Participation rate | 64.0% | 64.3%-0.3pp | 78.8%-14.8pp | 72.9%-9.0pp |
| Annual return | 19.03% | 29.80%-10.8pp | 134.50%-115.5pp | 40.39%-21.4pp |
| Employer contribution / active EE | $700 | $1,868-62.5% | $4,821-85.5% | $2,978-76.5% |
| Participant deferral / active EE | $1,312 | $3,195-58.9% | $5,682-76.9% | $5,016-73.8% |
| Admin fee / account holder | $51 | $153-66.7% | $13,215-99.6% | $145-64.9% |