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 64 · EIN 04-2647786 | Recordkeeping Fees | $11,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,153 | $77,816-67.7% | $123,549-79.6% | $64,181-60.8% |
| Participation rate | 66.3% | 74.7%-8.4pp | 82.3%-16.0pp | 69.6%-3.3pp |
| Annual return | -9.18% | 12.49%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,071 | $3,014-31.3% | $4,628-55.2% | $2,381-13.0% |
| Participant deferral / active EE | $5,782 | $5,240+10.3% | $6,426-10.0% | $3,470+66.7% |
| Admin fee / account holder | $103 | $5,519-98.1% | $9,284-98.9% | $4,887-97.9% |