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 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $311,969 | $75,183+314.9% | $123,894+151.8% | $55,167+465.5% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.0%-69.0pp |
| Annual return | 8.60% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $735 | $2,823-74.0% | $4,617-84.1% | $1,963-62.5% |
| Participant deferral / active EE | $3,030 | $5,084-40.4% | $5,984-49.4% | $3,054-0.8% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-95.9% |