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 | $5,822 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,880 | $75,183-80.2% | $123,894-88.0% | $55,167-73.0% |
| Participation rate | 75.1% | 72.8%+2.3pp | 81.4%-6.3pp | 69.0%+6.1pp |
| Annual return | 20.33% | 19.01%+1.3pp | 47.52%-27.2pp | 169.23%-148.9pp |
| Employer contribution / active EE | $2,721 | $2,823-3.6% | $4,617-41.1% | $1,963+38.7% |
| Participant deferral / active EE | $4,632 | $5,084-8.9% | $5,984-22.6% | $3,054+51.7% |
| Admin fee / account holder | $51 | $663-92.4% | $8,357-99.4% | $504-90.0% |