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 52 · EIN 04-1590850 | Indirect Investment Fees | $10,053 |
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 | $55,018 | $60,349-8.8% | $74,184-25.8% | $62,881-12.5% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 6.58% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,135 | $1,680+27.1% | $2,370-9.9% | $2,281-6.4% |
| Participant deferral / active EE | $3,638 | $2,856+27.4% | $3,550+2.5% | $3,203+13.6% |
| Admin fee / account holder | $117 | $4,261-97.3% | $5,586-97.9% | $4,296-97.3% |