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 |
|---|---|---|
RSM US LLP1+ years Filed as: RSM MCGLADREY Service code 15 · EIN 41-1944416 | Recordkeeping | $18,584 |
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
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 | $58,543 | $54,320+7.8% | $67,652-13.5% | $52,331+11.9% |
| Participation rate | 56.2% | 73.6%-17.4pp | 75.7%-19.5pp | 68.1%-11.9pp |
| Annual return | -2.38% | 6.81%-9.2pp | 6625.40%-6627.8pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,365 | $2,950-19.8% | $3,560-33.6% | $3,022-21.7% |
| Admin fee / account holder | $409 | $527-22.3% | $4,821-91.5% | $592-30.9% |