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 35-0145825 | Recordkeeping | $6,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $45,396 | $55,002-17.5% | $59,883-24.2% | $56,287-19.3% |
| Participation rate | 48.4% | 75.9%-27.5pp | 74.7%-26.3pp | 69.9%-21.5pp |
| Annual return | 10.01% | 1.13%+8.9pp | 3.46%+6.5pp | -9.96%+20.0pp |
| Employer contribution / active EE | $347 | $2,448-85.8% | $2,722-87.2% | $2,111-83.5% |
| Participant deferral / active EE | $2,381 | $3,121-23.7% | $3,402-30.0% | $3,350-28.9% |
| Admin fee / account holder | $2 | $236-99.2% | $3,591-99.9% | $521-99.6% |