Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 | Contract Administrator | $175 |
Service code 64 · EIN 13-4994650 | Recordkeeping Fees | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,588 | $27,800-65.5% | $58,561-83.6% | $71,511-86.6% |
| Participation rate | 57.8% | 34.6%+23.2pp | 50.9%+6.9pp | 67.9%-10.1pp |
| Annual return | 23.10% | 26.80%-3.7pp | 4251.33%-4228.2pp | 28.86%-5.8pp |
| Employer contribution / active EE | $682 | $632+8.0% | $1,053-35.2% | $2,589-73.6% |
| Participant deferral / active EE | $1,029 | $1,208-14.8% | $1,923-46.5% | $4,291-76.0% |
| Admin fee / account holder | $1 | $1,637-99.9% | $2,520-100.0% | $1,588-99.9% |