Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 15 · EIN 74-2715820 | Recordkeeping | $326,266 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,350 | $122,128-85.0% | $147,117-87.5% | $200,096-90.8% |
| Participation rate | 64.6% | 78.2%-13.6pp | 82.2%-17.6pp | 72.0%-7.4pp |
| Annual return | 50.90% | 30.58%+20.3pp | 420.54%-369.6pp | 34.26%+16.6pp |
| Employer contribution / active EE | $1,459 | $4,093-64.4% | $4,932-70.4% | $3,038-52.0% |
| Participant deferral / active EE | $2,987 | $8,484-64.8% | $8,065-63.0% | $5,090-41.3% |
| Admin fee / account holder | $124 | $180-30.8% | $12,993-99.0% | $269-53.8% |