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 · EIN 01-0233346 | Recordkeeping | $608 |
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 | $56,903 | $55,453+2.6% | $170,435-66.6% | $62,293-8.7% |
| Participation rate | 74.8% | 66.4%+8.4pp | 83.6%-8.8pp | 69.5%+5.3pp |
| Annual return | 21.55% | 21.38%+0.2pp | 205.94%-184.4pp | 28.90%-7.3pp |
| Employer contribution / active EE | $3,151 | $2,164+45.6% | $5,432-42.0% | $2,042+54.3% |
| Participant deferral / active EE | $8,788 | $2,303+281.6% | $4,939+77.9% | $3,169+177.3% |
| Admin fee / account holder | $28 | $455-93.8% | $13,881-99.8% | $479-94.1% |