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 35-0145825 | Recordkeeping | $8,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,396 | $42,772-33.6% | $87,502-67.5% | $55,167-48.5% |
| Participation rate | 37.0% | 66.5%-29.5pp | 73.8%-36.8pp | 69.0%-32.0pp |
| Annual return | 5.54% | 21.20%-15.7pp | 12.21%-6.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $242 | $1,277-81.1% | $2,550-90.5% | $1,963-87.7% |
| Participant deferral / active EE | $1,388 | $2,342-40.7% | $3,149-55.9% | $3,054-54.6% |
| Admin fee / account holder | $66 | $461-85.7% | $4,221-98.4% | $504-86.9% |