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 |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $588 |
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 | $17,431 | $52,967-67.1% | $172,753-89.9% | $65,186-73.3% |
| Participation rate | 98.2% | 66.2%+32.0pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 34.97% | 30.12%+4.8pp | 803.00%-768.0pp | 29.39%+5.6pp |
| Employer contribution / active EE | $4,350 | $2,190+98.6% | $5,144-15.4% | $2,177+99.8% |
| Participant deferral / active EE | $3,187 | $2,471+29.0% | $5,198-38.7% | $3,514-9.3% |
| Admin fee / account holder | $16 | $472-96.6% | $13,956-99.9% | $847-98.1% |