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 99 · EIN 22-2755716 | Other Fees | $4,875 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,181 | $65,118-32.2% | $76,767-42.4% | $55,725-20.7% |
| Participation rate | 46.9% | 79.6%-32.7pp | 77.0%-30.0pp | 70.9%-23.9pp |
| Annual return | -4.22% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3 | $1,941-99.9% | $2,485-99.9% | $2,078-99.9% |
| Participant deferral / active EE | $2,013 | $3,688-45.4% | $3,852-47.7% | $3,356-40.0% |
| Admin fee / account holder | $4 | $116-96.6% | $6,675-99.9% | $115-96.6% |