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 13 · EIN 06-1050034 | Contract Administrator | $4,005 |
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 | $20,716 | $36,916-43.9% | $156,551-86.8% | $57,658-64.1% |
| Participation rate | 93.4% | 63.4%+29.9pp | 84.0%+9.3pp | 70.2%+23.1pp |
| Annual return | 5.98% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,371 | $1,571-12.7% | $5,501-75.1% | $1,974-30.5% |
| Participant deferral / active EE | $1,687 | $1,926-12.4% | $4,871-65.4% | $3,061-44.9% |
| Admin fee / account holder | $14 | $82-82.6% | $13,028-99.9% | $95-84.8% |