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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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).
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 | $47,090 | $63,924-26.3% | $108,582-56.6% | $55,167-14.6% |
| Participation rate | 48.4% | 74.3%-26.0pp | 79.6%-31.2pp | 69.0%-20.6pp |
| Annual return | 6.94% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,146 | $1,879-39.0% | $3,758-69.5% | $1,963-41.6% |
| Participant deferral / active EE | $2,040 | $3,067-33.5% | $4,311-52.7% | $3,054-33.2% |
| Admin fee / account holder | $100 | $618-83.9% | $7,645-98.7% | $504-80.2% |