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 26 · EIN 71-0294708 | Advisory (Participants) | $2,025 |
BENEFITS, INC.2+ years Service code 22 · EIN 39-1458932 | Insurance Broker | $452 |
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).
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 | $19,784 | $43,423-54.4% | $78,676-74.9% | $55,167-64.1% |
| Participation rate | 63.7% | 68.0%-4.3pp | 73.6%-9.9pp | 69.0%-5.3pp |
| Annual return | 8.39% | 11.53%-3.1pp | 62.19%-53.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $275 | $1,997-86.2% | $2,850-90.3% | $1,963-86.0% |
| Participant deferral / active EE | $1,878 | $2,509-25.1% | $3,517-46.6% | $3,054-38.5% |
| Admin fee / account holder | $22 | $416-94.7% | $4,510-99.5% | $504-95.6% |