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 |
|---|---|---|
COMPASS 360, LLC1 year Service code 15 · EIN 81-1939215 | Recordkeeping | $106,802 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR Service code 15 · EIN 36-6071399 | Recordkeeping | $30,863 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,260 | $47,456-93.1% | $172,752-98.1% | $77,775-95.8% |
| Participation rate | 97.6% | 66.3%+31.3pp | 82.6%+15.0pp | 73.2%+24.4pp |
| Annual return | 38.66% | 35.57%+3.1pp | 802.97%-764.3pp | 32.58%+6.1pp |
| Employer contribution / active EE | $148 | $1,574-90.6% | $5,144-97.1% | $2,504-94.1% |
| Participant deferral / active EE | $851 | $2,560-66.7% | $5,198-83.6% | $3,966-78.5% |
| Admin fee / account holder | $66 | $81-18.5% | $13,955-99.5% | $100-34.1% |