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 | $88,117-70.7% | $164,928-84.4% | $74,400-65.3% |
| Participation rate | 88.5% | 73.1%+15.4pp | 78.6%+9.9pp | 67.2%+21.3pp |
| Annual return | 11.31% | 17.27%-6.0pp | 70.08%-58.8pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $1,218 | $2,596-53.1% | $4,343-72.0% | $2,624-53.6% |
| Participant deferral / active EE | $3,747 | $4,501-16.8% | $6,034-37.9% | $4,348-13.8% |
| Admin fee / account holder | $165 | $2,230-92.6% | $12,684-98.7% | $1,944-91.5% |