Filed January 9, 2019 (most recent of 4 filings on file)
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 42-0127290 | Contract Administrator | $602 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,382 | $44,989-96.9% | $170,435-99.2% | $77,958-98.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.94%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $291 | $1,466-80.2% | $5,432-94.6% | $2,310-87.4% |
| Participant deferral / active EE | $220 | $2,208-90.0% | $4,939-95.6% | $3,537-93.8% |
| Admin fee / account holder | $0 | $69-99.5% | $13,881-100.0% | $97-99.7% |