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 64 · EIN 71-0294708 | Recordkeeping Fees | $530 |
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).
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 | $41,968 | $46,173-9.1% | $170,435-75.4% | $69,631-39.7% |
| Participation rate | 43.7% | 63.9%-20.2pp | 83.6%-39.9pp | 70.7%-27.0pp |
| Annual return | 17.12% | 21.62%-4.5pp | 205.94%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,381 | $2,080+14.4% | $4,939-51.8% | $3,224-26.2% |
| Admin fee / account holder | $3 | $116-97.4% | $13,881-100.0% | $110-97.3% |