Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $19,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,144 | $62,715-40.8% | $104,301-64.4% | $66,938-44.5% |
| Participation rate | 61.3% | 59.6%+1.8pp | 73.3%-11.9pp | 69.8%-8.5pp |
| Annual return | -15.34% | -14.70%-0.6pp | 24.61%-40.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,861 | $1,976-5.8% | $3,373-44.8% | $2,545-26.9% |
| Participant deferral / active EE | $3,887 | $2,852+36.3% | $4,626-16.0% | $4,238-8.3% |
| Admin fee / account holder | $186 | $657-71.6% | $7,340-97.5% | $594-68.6% |