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 22 · EIN 04-2675571 | Insurance Broker | $6,681 |
Filed as: TRANSAMERICA LIFE INS COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,978 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 15 · EIN 23-2942715 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,061 | $100,801-65.2% | $149,715-76.6% | $73,412-52.2% |
| Participation rate | 50.8% | 77.7%-26.9pp | 82.5%-31.7pp | 72.2%-21.4pp |
| Annual return | 18.28% | 265.34%-247.1pp | 276.66%-258.4pp | 59.30%-41.0pp |
| Employer contribution / active EE | $832 | $3,312-74.9% | $4,645-82.1% | $2,234-62.7% |
| Participant deferral / active EE | $2,204 | $6,404-65.6% | $6,842-67.8% | $3,806-42.1% |
| Admin fee / account holder | $33 | $181-81.9% | $9,310-99.6% | $158-79.3% |