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 13-3646501 | Recordkeeping | $30,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,828 | $35,485-69.5% | $74,549-85.5% | $55,725-80.6% |
| Participation rate | 59.1% | 62.5%-3.5pp | 69.1%-10.1pp | 70.9%-11.8pp |
| Annual return | -8.62% | 0.72%-9.3pp | 32.53%-41.2pp | 244.93%-253.5pp |
| Employer contribution / active EE | $273 | $777-64.9% | $1,961-86.1% | $2,078-86.9% |
| Participant deferral / active EE | $1,506 | $2,181-31.0% | $3,108-51.6% | $3,356-55.1% |
| Admin fee / account holder | $51 | $114-55.0% | $5,059-99.0% | $115-55.3% |