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 01-0233346 | Recordkeeping | $1,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,172 | $101,591-54.6% | $147,096-68.6% | $74,429-38.0% |
| Participation rate | 80.6% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 23.56% | 8746.45%-8722.9pp | 419.75%-396.2pp | 1368.38%-1344.8pp |
| Employer contribution / active EE | $1,165 | $3,813-69.4% | $4,936-76.4% | $2,625-55.6% |
| Participant deferral / active EE | $9,219 | $7,302+26.2% | $8,071+14.2% | $4,348+112.0% |
| Admin fee / account holder | $437 | $1,750-75.0% | $13,005-96.6% | $1,944-77.5% |