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 | $3,040 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $2,491 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,087 | $70,917-5.4% | $98,920-32.2% | $73,493-8.7% |
| Participation rate | 28.8% | 73.8%-45.0pp | 76.0%-47.2pp | 70.7%-41.9pp |
| Annual return | 13.97% | 34.18%-20.2pp | 196.47%-182.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,437 | $3,501-30.4% | $4,245-42.6% | $3,740-34.8% |
| Admin fee / account holder | $186 | $535-65.2% | $6,643-97.2% | $513-63.7% |