Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $11,747 |
Service code 15 · EIN 36-6071399 | Recordkeeping | $3,663 |
VISIONARY HORIZONS LLC1 year Service code 27 · EIN 26-3061344 | Advisory (Plan) | $1,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $2,221 | $58,344-96.2% | $98,483-97.7% | $86,821-97.4% |
| Participation rate | 59.9% | 68.4%-8.5pp | 73.3%-13.4pp | 72.3%-12.4pp |
| Annual return | 26.57% | 43.47%-16.9pp | 1494.38%-1467.8pp | 97.94%-71.4pp |
| Employer contribution / active EE | $164 | $2,008-91.8% | $2,961-94.5% | $2,406-93.2% |
| Participant deferral / active EE | $1,274 | $3,156-59.6% | $4,276-70.2% | $4,132-69.2% |
| Admin fee / account holder | $64 | $138-53.7% | $5,953-98.9% | $170-62.4% |