Filed December 17, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,916 | $59,328-69.8% | $118,946-84.9% | $73,493-75.6% |
| Participation rate | 47.9% | 62.3%-14.4pp | 75.4%-27.5pp | 70.7%-22.8pp |
| Annual return | 36.69% | 19.13%+17.6pp | 35.89%+0.8pp | 28.51%+8.2pp |
| Employer contribution / active EE | $1,199 | $1,803-33.5% | $3,263-63.3% | $2,270-47.2% |
| Participant deferral / active EE | $2,483 | $2,604-4.6% | $4,266-41.8% | $3,740-33.6% |
| Admin fee / account holder | $269 | $600-55.1% | $6,581-95.9% | $513-47.5% |