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 27 · EIN 61-1758632 | Advisory (Plan) | $22,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,155 |
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.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,838 | $84,499+25.3% | $125,391-15.6% | $66,949+58.1% |
| Participation rate | 62.8% | 76.4%-13.6pp | 82.4%-19.5pp | 69.8%-7.0pp |
| Annual return | -21.19% | -8.49%-12.7pp | 572.41%-593.6pp | 1.57%-22.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,970 | $6,785+46.9% | $7,448+33.9% | $4,239+135.2% |
| Admin fee / account holder | $350 | $685-49.0% | $10,009-96.5% | $594-41.1% |