Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $1,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,807 | $51,466-65.4% | $78,778-77.4% | $62,293-71.4% |
| Participation rate | 30.5% | 59.8%-29.3pp | 69.2%-38.7pp | 69.5%-39.0pp |
| Annual return | 166.39% | 19.96%+146.4pp | 35.62%+130.8pp | 28.90%+137.5pp |
| Employer contribution / active EE | $693 | $827-16.3% | $1,986-65.1% | $2,042-66.1% |
| Participant deferral / active EE | $1,796 | $2,147-16.4% | $2,958-39.3% | $3,169-43.3% |
| Admin fee / account holder | $34 | $489-93.0% | $5,134-99.3% | $479-92.8% |