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 | $29,380 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,584 | $42,396-53.8% | $67,313-70.9% | $56,287-65.2% |
| Participation rate | 65.9% | 61.0%+4.9pp | 69.1%-3.2pp | 69.9%-4.0pp |
| Annual return | -7.93% | -36.63%+28.7pp | -4.08%-3.8pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,420 | $2,360-39.8% | $3,568-60.2% | $3,350-57.6% |
| Admin fee / account holder | $308 | $510-39.6% | $4,507-93.2% | $521-40.9% |