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 | $54,015 |
Service code 27 · EIN 86-0568468 | Advisory (Plan) | $28,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $59,686 | $89,652-33.4% | $141,191-57.7% | $65,185-8.4% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.5%+8.4pp | 70.2%+20.7pp |
| Annual return | 29.78% | 32.79%-3.0pp | 71.41%-41.6pp | 29.38%+0.4pp |
| Employer contribution / active EE | $5,551 | $3,065+81.1% | $4,736+17.2% | $2,177+155.0% |
| Participant deferral / active EE | $7,858 | $5,691+38.1% | $6,710+17.1% | $3,514+123.6% |
| Admin fee / account holder | $419 | $569-26.3% | $10,264-95.9% | $847-50.6% |