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 64 · EIN 71-0294708 | Recordkeeping Fees | $53,062 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,300 | $106,110-73.3% | $147,005-80.7% | $77,671-63.6% |
| Participation rate | 64.1% | 78.4%-14.3pp | 82.2%-18.0pp | 70.6%-6.4pp |
| Annual return | 21.68% | 56.77%-35.1pp | 418.76%-397.1pp | 31.21%-9.5pp |
| Employer contribution / active EE | $1,349 | $4,065-66.8% | $4,934-72.7% | $2,726-50.5% |
| Participant deferral / active EE | $3,940 | $7,992-50.7% | $8,070-51.2% | $4,648-15.2% |
| Admin fee / account holder | $114 | $338-66.4% | $13,006-99.1% | $430-73.6% |