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 01-0233346 | Recordkeeping | $1,504 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,203 | $48,277-64.4% | $63,244-72.8% | $55,191-68.8% |
| Participation rate | 85.6% | 69.4%+16.3pp | 71.0%+14.6pp | 69.2%+16.5pp |
| Annual return | -2.38% | 2.37%-4.8pp | -70.31%+67.9pp | 10.78%-13.2pp |
| Employer contribution / active EE | $1,586 | $1,592-0.4% | $2,322-31.7% | $1,899-16.5% |
| Participant deferral / active EE | $1,993 | $2,432-18.1% | $2,953-32.5% | $3,046-34.6% |
| Admin fee / account holder | $64 | $86-25.0% | $5,893-98.9% | $91-29.0% |