Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,302 |
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).
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 | $23,814 | $99,957-76.2% | $149,715-84.1% | $73,493-67.6% |
| Participation rate | 91.0% | 75.7%+15.3pp | 82.5%+8.5pp | 70.7%+20.3pp |
| Annual return | 32.79% | 53.87%-21.1pp | 276.66%-243.9pp | 28.51%+4.3pp |
| Employer contribution / active EE | $2,411 | $3,191-24.5% | $4,645-48.1% | $2,270+6.2% |
| Participant deferral / active EE | $8,964 | $6,073+47.6% | $6,842+31.0% | $3,740+139.7% |
| Admin fee / account holder | $108 | $551-80.5% | $9,310-98.8% | $513-79.0% |