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 10 · EIN 51-0232399 1011 CENTRE RD., SUITE 310 · WILMINGTON, DE 19805 | Accounting | $6,750 |
CONSUELO T. BIASIS3 years Service code 10 · EIN 52-2482051 10 GREEN ST. · ROSLYN, NY 11576 | Accounting | $6,000 |
Filed as: SECURITY ADMINISTRATORS,INC. Service code 13 · EIN 16-9201645 906 SPENCER ST. · SYRACYSE, NY 13204 | Contract Administrator | $250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,572 | $65,582-71.7% | $64,097-71.0% | $71,529-74.0% |
| Participation rate | 97.4% | 73.2%+24.2pp | 72.3%+25.1pp | 67.9%+29.5pp |
| Annual return | 17.56% | 18.96%-1.4pp | 33.75%-16.2pp | 28.97%-11.4pp |
| Employer contribution / active EE | $1,625 | $2,671-39.2% | $2,750-40.9% | $2,590-37.3% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $72 | $616-88.3% | $3,070-97.7% | $1,588-95.5% |