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 15 · EIN 01-0233346 | Recordkeeping | $1,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,011 | $55,449-0.8% | $83,831-34.4% | $56,289-2.3% |
| Participation rate | 74.5% | 68.0%+6.5pp | 76.1%-1.7pp | 69.9%+4.6pp |
| Annual return | -6.43% | -1.38%-5.0pp | 850.99%-857.4pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,041 | $2,430-16.0% | $3,631-43.8% | $2,111-3.3% |
| Participant deferral / active EE | $3,147 | $2,935+7.2% | $4,082-22.9% | $3,350-6.0% |
| Admin fee / account holder | $409 | $656-37.6% | $5,479-92.5% | $521-21.4% |