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 19 · EIN 51-0396365 | Securities Custodian | $65,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,680 | $61,356-20.7% | $149,696-67.5% | $71,511-31.9% |
| Participation rate | 51.2% | 62.5%-11.3pp | 78.8%-27.5pp | 67.9%-16.7pp |
| Annual return | 10.58% | 35.86%-25.3pp | 134.46%-123.9pp | 28.86%-18.3pp |
| Employer contribution / active EE | $997 | $2,382-58.1% | $4,821-79.3% | $2,589-61.5% |
| Participant deferral / active EE | $1,790 | $2,920-38.7% | $5,682-68.5% | $4,291-58.3% |
| Admin fee / account holder | $266 | $1,263-79.0% | $13,212-98.0% | $1,588-83.3% |