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 27 · EIN 04-2675571 | Advisory (Plan) | $9,531 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,501 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,805 | $70,917-34.0% | $98,916-52.7% | $73,493-36.3% |
| Participation rate | 50.6% | 73.8%-23.2pp | 76.0%-25.5pp | 70.7%-20.1pp |
| Annual return | 15.02% | 34.18%-19.2pp | 196.45%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,475 | $2,037-27.6% | $2,689-45.2% | $2,270-35.0% |
| Participant deferral / active EE | $2,473 | $3,501-29.4% | $4,245-41.7% | $3,740-33.9% |
| Admin fee / account holder | $69 | $535-87.0% | $6,642-99.0% | $513-86.5% |