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 | $26,843 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,468 | $52,961-27.4% | $172,752-77.7% | $65,185-41.0% |
| Participation rate | 53.5% | 66.2%-12.7pp | 82.6%-29.2pp | 70.2%-16.7pp |
| Annual return | 24.66% | 30.12%-5.5pp | 802.97%-778.3pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,014 | $2,190-53.7% | $5,144-80.3% | $2,177-53.4% |
| Participant deferral / active EE | $2,418 | $2,471-2.2% | $5,198-53.5% | $3,514-31.2% |
| Admin fee / account holder | $8 | $472-98.4% | $13,955-99.9% | $847-99.1% |