Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $60,123 |
FOREST CAPITAL MANAGEMENT LLC1+ years Service code 27 · EIN 46-5576228 | Advisory (Plan) | $36,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,875 | $46,332-26.9% | $143,799-76.4% | $64,819-47.7% |
| Participation rate | 58.3% | 64.2%-6.0pp | 80.3%-22.0pp | 71.5%-13.2pp |
| Annual return | -9.87% | -10.05%+0.2pp | -0.04%-9.8pp | 32.84%-42.7pp |
| Employer contribution / active EE | $946 | $1,911-50.5% | $4,952-80.9% | $2,507-62.3% |
| Participant deferral / active EE | $1,906 | $2,647-28.0% | $5,638-66.2% | $4,311-55.8% |
| Admin fee / account holder | $134 | $154-13.2% | $14,677-99.1% | $188-28.9% |