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 49 · EIN 52-2114207 | Other Services | $6,699 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,400 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,272 | $65,376-38.4% | $87,104-53.8% | $65,185-38.2% |
| Participation rate | 51.9% | 75.3%-23.5pp | 76.9%-25.0pp | 70.2%-18.3pp |
| Annual return | 22.61% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $937 | $1,822-48.6% | $2,521-62.8% | $2,177-56.9% |
| Participant deferral / active EE | $1,907 | $3,388-43.7% | $4,048-52.9% | $3,514-45.7% |
| Admin fee / account holder | $17 | $520-96.7% | $7,491-99.8% | $847-98.0% |