Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP2 years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $32,003 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,711 |
Annual investment return 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 | $22,957 | $65,322-64.9% | $70,494-67.4% | $73,497-68.8% |
| Participation rate | 99.2% | 77.0%+22.3pp | 75.1%+24.1pp | 70.7%+28.5pp |
| Annual return | 1.59% | 15.71%-14.1pp | 109.16%-107.6pp | 28.51%-26.9pp |
| Employer contribution / active EE | $2,122 | $2,460-13.7% | $2,738-22.5% | $2,270-6.5% |
| Participant deferral / active EE | $3,652 | $3,375+8.2% | $3,711-1.6% | $3,740-2.4% |
| Admin fee / account holder | $230 | $214+7.4% | $3,848-94.0% | $513-55.2% |