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 13 · EIN 56-2263714 | Contract Administrator | $26,118 |
Service code 26 · EIN 23-2286563 | Advisory (Participants) | $20,619 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,825 | $56,503-80.8% | $70,098-84.6% | $64,814-83.3% |
| Participation rate | 94.9% | 70.5%+24.4pp | 70.5%+24.4pp | 71.5%+23.4pp |
| Annual return | -17.00% | -13.44%-3.6pp | 190.76%-207.8pp | 32.84%-49.8pp |
| Employer contribution / active EE | $243 | $2,046-88.1% | $2,560-90.5% | $2,507-90.3% |
| Participant deferral / active EE | $1,996 | $3,389-41.1% | $3,849-48.1% | $4,310-53.7% |
| Admin fee / account holder | $134 | $160-16.2% | $6,266-97.9% | $188-28.5% |