Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,444 | $58,312-94.1% | $86,656-96.0% | $71,529-95.2% |
| Participation rate | 87.1% | 65.0%+22.0pp | 71.7%+15.4pp | 67.9%+19.1pp |
| Annual return | -29.86% | 24.08%-53.9pp | 593.09%-623.0pp | 28.97%-58.8pp |
| Employer contribution / active EE | $1,357 | $2,576-47.3% | $3,025-55.2% | $2,590-47.6% |
| Participant deferral / active EE | $961 | $3,439-72.1% | $4,439-78.4% | $4,291-77.6% |
| Admin fee / account holder | $41 | $1,057-96.1% | $5,619-99.3% | $1,588-97.4% |