Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,130 |
Service code 27 · EIN 87-2857735 | Advisory (Plan) | $5,668 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,225 | $79,089-63.0% | $100,392-70.9% | $74,459-60.7% |
| Participation rate | 66.0% | 79.4%-13.5pp | 81.5%-15.5pp | 67.2%-1.3pp |
| Annual return | 65.37% | 20.61%+44.8pp | 49.45%+15.9pp | 1369.70%-1304.3pp |
| Employer contribution / active EE | $2,115 | $3,015-29.9% | $3,941-46.3% | $2,626-19.5% |
| Participant deferral / active EE | $9,250 | $7,747+19.4% | $8,090+14.3% | $4,350+112.7% |
| Admin fee / account holder | $160 | $1,336-88.0% | $7,904-98.0% | $1,945-91.8% |