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 15 · EIN 35-0145825 | Recordkeeping | $8,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,589 | $55,449+32.7% | $83,831-12.2% | $56,289+30.7% |
| Participation rate | 17.7% | 68.0%-50.3pp | 76.1%-58.4pp | 69.9%-52.1pp |
| Annual return | -7.22% | -1.38%-5.8pp | 850.99%-858.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $685 | $2,430-71.8% | $3,631-81.1% | $2,111-67.5% |
| Participant deferral / active EE | $1,468 | $2,935-50.0% | $4,082-64.0% | $3,350-56.2% |
| Admin fee / account holder | $190 | $656-71.0% | $5,479-96.5% | $521-63.5% |