Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,906 | $58,895-91.7% | $178,503-97.3% | $73,497-93.3% |
| Participation rate | 71.6% | 66.2%+5.4pp | 81.9%-10.3pp | 70.7%+0.9pp |
| Annual return | 74.73% | 24.86%+49.9pp | 151.12%-76.4pp | 28.51%+46.2pp |
| Employer contribution / active EE | $657 | $2,236-70.6% | $5,011-86.9% | $2,270-71.1% |
| Participant deferral / active EE | $2,174 | $2,567-15.3% | $5,202-58.2% | $3,740-41.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |