Filed January 21, 2020
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 27 · EIN 47-1411118 | Advisory (Plan) | $19,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,661 |
Annual investment return 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.
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 | $25,780 | $88,186-70.8% | $165,071-84.4% | $74,459-65.4% |
| Participation rate | 88.5% | 73.1%+15.3pp | 78.6%+9.9pp | 67.2%+21.3pp |
| Annual return | 11.31% | 17.13%-5.8pp | 70.17%-58.9pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,218 | $2,600-53.2% | $4,347-72.0% | $2,626-53.6% |
| Participant deferral / active EE | $3,747 | $4,505-16.8% | $6,035-37.9% | $4,350-13.9% |
| Admin fee / account holder | $165 | $2,234-92.6% | $12,695-98.7% | $1,945-91.5% |