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 | $23,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,525 | $46,332+0.4% | $143,797-67.6% | $64,824-28.2% |
| Participation rate | 55.8% | 64.2%-8.5pp | 80.3%-24.6pp | 71.5%-15.7pp |
| Annual return | -14.02% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,727 | $1,911-9.6% | $4,952-65.1% | $2,507-31.1% |
| Participant deferral / active EE | $3,566 | $2,647+34.7% | $5,638-36.7% | $4,311-17.3% |
| Admin fee / account holder | $112 | $154-27.0% | $14,679-99.2% | $188-40.2% |