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 |
|---|---|---|
BOA, LLC7 years Service code 26 630 LEXINGTON AVE. · MANSFIELD, OH 44907 | Advisory (Participants) | $12,567 |
JULY BUSINESS SERVICES3 years Service code 15 · EIN 74-2715820 | Recordkeeping | $10,289 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,196 | $44,714-43.7% | $91,227-72.4% | $66,949-62.4% |
| Participation rate | 89.0% | 65.0%+23.9pp | 73.2%+15.8pp | 69.8%+19.1pp |
| Annual return | -14.75% | -12.25%-2.5pp | 114.14%-128.9pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,503 | $1,710-12.1% | $2,851-47.3% | $2,545-40.9% |
| Participant deferral / active EE | $2,389 | $3,355-28.8% | $4,234-43.6% | $4,239-43.6% |
| Admin fee / account holder | $190 | $521-63.5% | $5,423-96.5% | $594-67.9% |