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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES2+ years Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $2,427 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON ADMINISTRATION, LLC Service code 37 630 DUNDEE RD · NORTHBROOK, IL 60062 | Loan Processing | $737 |
TD AMERITRADE, INC.2+ years Filed as: AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 PO BOX 17748 · DENVER, CO 80217 | Securities Custodian | $443 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FINANCIAL, LLC Service code 27 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $22,745 | $74,089-69.3% | $133,975-83.0% | $55,167-58.8% |
| Participation rate | 47.5% | 84.3%-36.7pp | 87.1%-39.5pp | 69.0%-21.4pp |
| Annual return | 6.51% | 12.11%-5.6pp | 29.29%-22.8pp | 169.23%-162.7pp |
| Employer contribution / active EE | $587 | $3,064-80.8% | $5,211-88.7% | $1,963-70.1% |
| Participant deferral / active EE | $1,633 | $4,678-65.1% | $6,282-74.0% | $3,054-46.5% |
| Admin fee / account holder | $156 | $458-66.0% | $9,324-98.3% | $504-69.1% |