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 10 · EIN 35-0145825 | Accounting | $30,498 |
MUELLER PROST5+ years Service code 10 7733 FORSYTH BLVD · ST LOUIS, MO 63105 | Accounting | $7,786 |
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).
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 | $41,817 | $85,171-50.9% | $172,752-75.8% | $72,975-42.7% |
| Participation rate | 37.7% | 70.1%-32.4pp | 82.6%-44.9pp | 69.5%-31.8pp |
| Annual return | 23.89% | 27.32%-3.4pp | 802.97%-779.1pp | 81.01%-57.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,122 | $3,260-65.6% | $5,198-78.4% | $3,608-68.9% |
| Admin fee / account holder | $100 | $5,880-98.3% | $13,955-99.3% | $5,124-98.0% |