Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $5,278 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,040 | $24,891-95.8% | $69,623-98.5% | $74,459-98.6% |
| Participation rate | 96.2% | 63.4%+32.7pp | 66.4%+29.8pp | 67.2%+29.0pp |
| Annual return | 0.00% | 18.53%-18.5pp | 101.23%-101.2pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $419 | $1,005-58.3% | $1,709-75.5% | $2,626-84.0% |
| Participant deferral / active EE | $811 | $1,908-57.5% | $2,890-71.9% | $4,350-81.4% |
| Admin fee / account holder | $46 | $1,904-97.6% | $4,696-99.0% | $1,945-97.6% |