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 | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,037 | $47,977-74.9% | $154,111-92.2% | $56,287-78.6% |
| Participation rate | 53.9% | 66.2%-12.3pp | 83.0%-29.1pp | 69.9%-16.0pp |
| Annual return | -9.01% | 3.54%-12.5pp | 735.18%-744.2pp | -9.96%+0.9pp |
| Employer contribution / active EE | $386 | $2,169-82.2% | $5,298-92.7% | $2,111-81.7% |
| Participant deferral / active EE | $1,772 | $2,392-25.9% | $5,081-65.1% | $3,350-47.1% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.6% |