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 13-3689044 | Recordkeeping | $27,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $9,135 | $81,948-88.9% | $90,760-89.9% | $64,819-85.9% |
| Participation rate | 64.4% | 80.5%-16.1pp | 75.7%-11.3pp | 71.5%-7.1pp |
| Annual return | -7.20% | -12.53%+5.3pp | -12.16%+5.0pp | 32.84%-40.0pp |
| Employer contribution / active EE | $0 | $3,067-100.0% | $2,922-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $736 | $4,844-84.8% | $4,565-83.9% | $4,311-82.9% |
| Admin fee / account holder | $71 | $157-54.6% | $8,444-99.2% | $188-62.1% |