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 13-3689044 | Recordkeeping | $24,085 |
CFO4LIFE4+ years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $15,590 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,477 | $66,601-48.2% | $92,909-62.9% | $67,579-49.0% |
| Participation rate | 15.9% | 72.5%-56.6pp | 76.0%-60.1pp | 71.3%-55.4pp |
| Annual return | 15.29% | 92.58%-77.3pp | 109.44%-94.1pp | 378.56%-363.3pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $617 | $3,157-80.5% | $4,238-85.5% | $3,539-82.6% |
| Admin fee / account holder | $409 | $199+105.7% | $5,795-92.9% | $142+187.6% |