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 | $452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,042 | $33,067+78.5% | $76,518-22.8% | $56,289+4.9% |
| Participation rate | 23.0% | 55.4%-32.4pp | 68.0%-45.0pp | 69.9%-46.8pp |
| Annual return | -6.70% | 2.72%-9.4pp | -0.27%-6.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $564 | $1,200-53.0% | $2,647-78.7% | $2,111-73.3% |
| Participant deferral / active EE | $1,241 | $2,240-44.6% | $3,836-67.6% | $3,350-63.0% |
| Admin fee / account holder | $322 | $537-40.1% | $4,849-93.4% | $521-38.2% |