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 |
|---|---|---|
POLLARD & ASSOCIATES, INC.2 years Service code 13 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MH 21030 | Contract Administrator | $650 |
AMERICAN FUNDS2 years Service code 15 PO BOX 6040 · INDIANAPOLOS, IN 462066040 | Recordkeeping | $548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,758 | $44,873-53.7% | $79,467-73.9% | $56,289-63.1% |
| Participation rate | 25.1% | 68.7%-43.6pp | 73.3%-48.2pp | 69.9%-44.7pp |
| Annual return | -5.99% | 0.81%-6.8pp | 718.30%-724.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $612 | $2,140-71.4% | $2,800-78.1% | $2,111-71.0% |
| Participant deferral / active EE | $491 | $2,746-82.1% | $3,704-86.7% | $3,350-85.3% |
| Admin fee / account holder | $20 | $418-95.1% | $5,104-99.6% | $521-96.1% |