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 35-0145825 | Recordkeeping | $70,617 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,220 | $52,293-21.2% | $178,498-76.9% | $73,412-43.9% |
| Participation rate | 56.8% | 65.3%-8.6pp | 81.9%-25.2pp | 72.2%-15.4pp |
| Annual return | 20.26% | 34.75%-14.5pp | 151.09%-130.8pp | 59.30%-39.0pp |
| Employer contribution / active EE | $1,454 | $1,735-16.2% | $5,011-71.0% | $2,234-34.9% |
| Participant deferral / active EE | $2,757 | $2,332+18.2% | $5,202-47.0% | $3,806-27.5% |
| Admin fee / account holder | $20 | $127-84.5% | $13,985-99.9% | $158-87.5% |