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 27 · EIN 46-4198717 | Advisory (Plan) | $18,219 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,439 |
WILLIAM E HOWE1 year Filed as: W E HOWE Service code 10 · EIN 23-1682016 | Accounting | $5,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,480 | $43,504-18.4% | $68,612-48.3% | $56,289-37.0% |
| Participation rate | 54.2% | 67.8%-13.7pp | 72.2%-18.0pp | 69.9%-15.7pp |
| Annual return | -6.80% | -3.15%-3.6pp | -4.63%-2.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $717 | $1,525-53.0% | $2,625-72.7% | $2,111-66.0% |
| Participant deferral / active EE | $1,021 | $2,509-59.3% | $3,311-69.2% | $3,350-69.5% |
| Admin fee / account holder | $299 | $515-42.0% | $5,131-94.2% | $521-42.7% |