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 13 · EIN 42-0127290 | Contract Administrator | $27,969 |
Service code 49 · EIN 93-0987232 | Other Services | $4,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,045 | $63,114+22.1% | $92,903-17.1% | $65,185+18.2% |
| Participation rate | 46.5% | 68.8%-22.3pp | 76.0%-29.5pp | 70.2%-23.7pp |
| Annual return | 4.13% | 28.75%-24.6pp | 109.43%-105.3pp | 29.38%-25.3pp |
| Employer contribution / active EE | $1,309 | $2,571-49.1% | $3,653-64.2% | $2,177-39.8% |
| Participant deferral / active EE | $2,655 | $3,108-14.6% | $4,238-37.3% | $3,514-24.4% |
| Admin fee / account holder | $451 | $624-27.7% | $5,795-92.2% | $847-46.8% |