Filed April 5, 2022
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 |
|---|---|---|
JELD-WEN, INC.1+ years Service code 14 · EIN 93-0496342 | Plan Administrator | $113,545 |
JONES & ROTH, PC1+ years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $18,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,607 | $82,422-65.3% | $67,652-57.7% | $67,505-57.6% |
| Participation rate | 38.5% | 84.2%-45.7pp | 75.7%-37.1pp | 71.2%-32.7pp |
| Annual return | 55.46% | 12.72%+42.7pp | 6625.40%-6569.9pp | 6.52%+48.9pp |
| Employer contribution / active EE | $0 | $2,879-100.0% | $2,266-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $0 | $5,020-100.0% | $3,560-100.0% | $3,597-100.0% |
| Admin fee / account holder | $25 | $53-53.8% | $4,821-99.5% | $56-56.2% |