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 |
|---|---|---|
ACTUARIAL IDEAS, INC1 year Service code 15 · EIN 13-3130986 10 ELYISE ROAD · MONSEY, NY 10952 | Recordkeeping | $5,391 |
Filed as: ACTUARIAL MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,875 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,875 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $9,392 | $47,163-80.1% | $149,696-93.7% | $74,460-87.4% |
| Participation rate | 10.7% | 63.4%-52.7pp | 78.8%-68.1pp | 70.7%-60.0pp |
| Annual return | 20.42% | 22.75%-2.3pp | 134.46%-114.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $394 | $2,730-85.6% | $5,682-93.1% | $4,530-91.3% |
| Admin fee / account holder | $0 | $343-100.0% | $13,212-100.0% | $348-100.0% |