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) | $14,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,014 | $46,173-54.5% | $170,435-87.7% | $69,631-69.8% |
| Participation rate | 39.1% | 63.9%-24.8pp | 83.6%-44.5pp | 70.7%-31.6pp |
| Annual return | 55.26% | 21.62%+33.6pp | 205.94%-150.7pp | 27571.02%-27515.8pp |
| Employer contribution / active EE | $159 | $1,610-90.1% | $5,432-97.1% | $2,032-92.2% |
| Participant deferral / active EE | $1,391 | $2,080-33.1% | $4,939-71.8% | $3,224-56.9% |
| Admin fee / account holder | $136 | $116+17.4% | $13,881-99.0% | $110+23.3% |