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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $28,541 |
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 | $18,546 | $55,453-66.6% | $170,435-89.1% | $62,293-70.2% |
| Participation rate | 71.9% | 66.4%+5.5pp | 83.6%-11.7pp | 69.5%+2.3pp |
| Annual return | 16.67% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $329 | $2,164-84.8% | $5,432-93.9% | $2,042-83.9% |
| Participant deferral / active EE | $856 | $2,303-62.8% | $4,939-82.7% | $3,169-73.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |