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 | $65,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,435 | $83,045+24.6% | $130,045-20.5% | $71,511+44.6% |
| Participation rate | 58.8% | 74.1%-15.3pp | 78.5%-19.7pp | 67.9%-9.1pp |
| Annual return | 17.60% | 20.61%-3.0pp | -137.30%+154.9pp | 28.86%-11.3pp |
| Employer contribution / active EE | $2,098 | $2,623-20.0% | $4,321-51.5% | $2,589-19.0% |
| Participant deferral / active EE | $5,443 | $4,436+22.7% | $5,820-6.5% | $4,291+26.9% |
| Admin fee / account holder | $597 | $1,727-65.4% | $10,600-94.4% | $1,588-62.4% |