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 49 · EIN 74-2794194 | Other Services | $7,913 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,583 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,607 | $46,596-62.2% | $64,099-72.5% | $75,181-76.6% |
| Participation rate | 94.0% | 65.9%+28.1pp | 72.3%+21.7pp | 67.2%+26.8pp |
| Annual return | 16.01% | 26.04%-10.0pp | 33.70%-17.7pp | 160.69%-144.7pp |
| Employer contribution / active EE | $3,073 | $1,975+55.6% | $2,748+11.8% | $2,671+15.1% |
| Participant deferral / active EE | $2,172 | $2,837-23.4% | $3,881-44.0% | $4,126-47.4% |
| Admin fee / account holder | $29 | $2,954-99.0% | $3,070-99.0% | $5,650-99.5% |