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 15 100 BALDWIN ST · ELMIRA, NY 14901 | Recordkeeping | $713 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,225 | $73,848-86.2% | $143,799-92.9% | $68,486-85.1% |
| Participation rate | 12.5% | 66.7%-54.2pp | 80.3%-67.8pp | 67.9%-55.4pp |
| Annual return | -17.28% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $543 | $3,385-83.9% | $5,638-90.4% | $4,028-86.5% |
| Admin fee / account holder | $51 | $5,755-99.1% | $14,677-99.7% | $5,404-99.1% |