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 |
|---|---|---|
Filed as: ACTUARIAL DESIGNS AND SOLUTIONS,INC Service code 13 · EIN 01-0496183 | Contract Administrator | $10,005 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,612 | $42,546-51.6% | $71,796-71.3% | $55,167-62.6% |
| Participation rate | 61.2% | 59.1%+2.0pp | 69.1%-8.0pp | 69.0%-7.8pp |
| Annual return | 6.26% | 12.36%-6.1pp | 78.04%-71.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $212 | $803-73.6% | $1,924-89.0% | $1,963-89.2% |
| Participant deferral / active EE | $920 | $2,064-55.4% | $2,794-67.1% | $3,054-69.9% |
| Admin fee / account holder | $54 | $650-91.7% | $4,815-98.9% | $504-89.3% |