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 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $9,247 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,665 | $46,173-29.3% | $170,435-80.8% | $69,631-53.1% |
| Participation rate | 29.7% | 63.9%-34.2pp | 83.6%-53.9pp | 70.7%-41.0pp |
| Annual return | 18.41% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $379 | $1,610-76.5% | $5,432-93.0% | $2,032-81.4% |
| Participant deferral / active EE | $811 | $2,080-61.0% | $4,939-83.6% | $3,224-74.8% |
| Admin fee / account holder | $63 | $116-46.1% | $13,881-99.5% | $110-43.4% |