Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
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 | $12,930 | $54,573-76.3% | $90,970-85.8% | $73,497-82.4% |
| Participation rate | 73.5% | 61.2%+12.3pp | 69.0%+4.4pp | 70.7%+2.8pp |
| Annual return | 24.40% | 16.69%+7.7pp | 134.60%-110.2pp | 28.51%-4.1pp |
| Employer contribution / active EE | $1,311 | $991+32.3% | $2,122-38.2% | $2,270-42.2% |
| Participant deferral / active EE | $2,115 | $2,517-16.0% | $3,373-37.3% | $3,740-43.4% |
| Admin fee / account holder | $127 | $521-75.6% | $5,961-97.9% | $513-75.2% |