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 | $19,236 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,616 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,682 | $56,438-49.2% | $76,902-62.7% | $71,529-59.9% |
| Participation rate | 78.1% | 64.3%+13.8pp | 69.6%+8.5pp | 67.9%+10.1pp |
| Annual return | 22.66% | 19.05%+3.6pp | 37.91%-15.2pp | 28.97%-6.3pp |
| Employer contribution / active EE | $734 | $1,864-60.6% | $2,534-71.0% | $2,590-71.6% |
| Participant deferral / active EE | $2,100 | $3,136-33.0% | $3,833-45.2% | $4,291-51.1% |
| Admin fee / account holder | $178 | $1,430-87.6% | $5,479-96.8% | $1,588-88.8% |