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 15 · EIN 01-0233346 | Recordkeeping | $328 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,519 | $66,319+35.0% | $93,614-4.4% | $65,185+37.3% |
| Participation rate | 42.2% | 74.0%-31.8pp | 75.8%-33.6pp | 70.2%-28.0pp |
| Annual return | 123.00% | 42.59%+80.4pp | 32.76%+90.2pp | 29.38%+93.6pp |
| Employer contribution / active EE | $515 | $2,013-74.4% | $2,718-81.0% | $2,177-76.3% |
| Participant deferral / active EE | $2,006 | $3,343-40.0% | $4,069-50.7% | $3,514-42.9% |
| Admin fee / account holder | $15 | $6,900-99.8% | $7,889-99.8% | $847-98.2% |