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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,590 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,624 | $54,717-58.7% | $86,216-73.8% | $71,511-68.4% |
| Participation rate | 37.9% | 60.1%-22.2pp | 69.0%-31.1pp | 67.9%-30.1pp |
| Annual return | 16.87% | 20.07%-3.2pp | 1169.42%-1152.5pp | 28.86%-12.0pp |
| Employer contribution / active EE | $620 | $1,267-51.0% | $2,382-73.9% | $2,589-76.0% |
| Participant deferral / active EE | $1,058 | $3,110-66.0% | $3,986-73.4% | $4,291-75.3% |
| Admin fee / account holder | $47 | $1,922-97.5% | $6,853-99.3% | $1,588-97.0% |