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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,172 | $79,209-19.0% | $102,434-37.4% | $74,459-13.8% |
| Participation rate | 65.5% | 74.8%-9.3pp | 76.5%-11.0pp | 67.2%-1.7pp |
| Annual return | 17.13% | 54.98%-37.8pp | 29.46%-12.3pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $621 | $2,362-73.7% | $3,023-79.4% | $2,626-76.3% |
| Participant deferral / active EE | $3,402 | $4,417-23.0% | $5,055-32.7% | $4,350-21.8% |
| Admin fee / account holder | $8 | $2,002-99.6% | $9,462-99.9% | $1,945-99.6% |