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 | $596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,393 | $43,550+1.9% | $63,244-29.8% | $52,331-15.2% |
| Participation rate | 47.3% | 65.7%-18.4pp | 71.0%-23.7pp | 68.1%-20.8pp |
| Annual return | -1.31% | 2.03%-3.3pp | -70.31%+69.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $533 | $1,351-60.5% | $2,322-77.0% | $1,882-71.7% |
| Participant deferral / active EE | $2,004 | $2,254-11.1% | $2,953-32.1% | $3,022-33.7% |
| Admin fee / account holder | $34 | $387-91.2% | $5,893-99.4% | $592-94.2% |