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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS1+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $15,983 |
CITIZENS BANK1+ years Filed as: CITIZENS TRUST & INVESTMENT CORP Service code 25 500 W. BROADWAY · FARMINGTON, NM 87401 | Directed Trustee | $11,985 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,655 | $41,317-54.8% | $85,969-78.3% | $55,191-66.2% |
| Participation rate | 29.9% | 54.5%-24.6pp | 76.5%-46.7pp | 69.2%-39.3pp |
| Annual return | -1.24% | 3.93%-5.2pp | 9.32%-10.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $420 | $1,198-64.9% | $3,474-87.9% | $1,899-77.9% |
| Participant deferral / active EE | $580 | $1,914-69.7% | $3,829-84.9% | $3,046-81.0% |
| Admin fee / account holder | $192 | $97+98.4% | $6,053-96.8% | $91+111.9% |