Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $41,536 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $19,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,664 | $89,652-37.9% | $141,197-60.6% | $65,186-14.6% |
| Participation rate | 55.0% | 74.7%-19.7pp | 82.5%-27.4pp | 70.2%-15.2pp |
| Annual return | 22.67% | 32.79%-10.1pp | 71.41%-48.7pp | 29.39%-6.7pp |
| Employer contribution / active EE | $460 | $3,065-85.0% | $4,736-90.3% | $2,177-78.9% |
| Participant deferral / active EE | $3,872 | $5,691-32.0% | $6,710-42.3% | $3,514+10.2% |
| Admin fee / account holder | $6 | $569-99.0% | $10,265-99.9% | $847-99.3% |