Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,424 |
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 | $22,572 | $65,118-65.3% | $76,767-70.6% | $55,725-59.5% |
| Participation rate | 63.3% | 79.6%-16.3pp | 77.0%-13.6pp | 70.9%-7.5pp |
| Annual return | 0.00% | -1.27%+1.3pp | 2.43%-2.4pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,852 | $1,941-4.6% | $2,485-25.5% | $2,078-10.9% |
| Participant deferral / active EE | $2,589 | $3,688-29.8% | $3,852-32.8% | $3,356-22.8% |
| Admin fee / account holder | $32 | $116-72.1% | $6,675-99.5% | $115-71.9% |