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 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,898 | $41,647-37.8% | $96,171-73.1% | $86,821-70.2% |
| Participation rate | 23.5% | 50.3%-26.8pp | 68.4%-45.0pp | 72.3%-48.8pp |
| Annual return | 13.28% | 27.24%-14.0pp | 192.04%-178.8pp | 97.94%-84.7pp |
| Employer contribution / active EE | $528 | $1,328-60.3% | $2,799-81.2% | $2,406-78.1% |
| Participant deferral / active EE | $869 | $2,412-64.0% | $4,350-80.0% | $4,132-79.0% |
| Admin fee / account holder | $15 | $169-91.3% | $5,538-99.7% | $170-91.3% |