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 | $288 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,159 | $75,183-83.8% | $123,894-90.2% | $55,167-78.0% |
| Participation rate | 78.3% | 72.8%+5.5pp | 81.4%-3.1pp | 69.0%+9.3pp |
| Annual return | 12.39% | 19.01%-6.6pp | 47.52%-35.1pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,810 | $2,823-35.9% | $4,617-60.8% | $1,963-7.8% |
| Participant deferral / active EE | $2,541 | $5,084-50.0% | $5,984-57.5% | $3,054-16.8% |
| Admin fee / account holder | $15 | $663-97.7% | $8,357-99.8% | $504-96.9% |