Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,264 |
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 | $30,830 | $58,895-47.7% | $178,503-82.7% | $73,497-58.1% |
| Participation rate | 91.8% | 66.2%+25.6pp | 81.9%+9.9pp | 70.7%+21.2pp |
| Annual return | 13.89% | 24.86%-11.0pp | 151.12%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,057 | $2,236-8.0% | $5,011-58.9% | $2,270-9.4% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $400-98.7% | $13,987-100.0% | $513-99.0% |