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 | $962 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,383 | $74,089-44.1% | $133,975-69.1% | $55,167-25.0% |
| Participation rate | 89.4% | 84.3%+5.1pp | 87.1%+2.3pp | 69.0%+20.4pp |
| Annual return | 11.33% | 12.11%-0.8pp | 29.29%-18.0pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,498 | $3,064-51.1% | $5,211-71.3% | $1,963-23.7% |
| Participant deferral / active EE | $3,138 | $4,678-32.9% | $6,282-50.1% | $3,054+2.7% |
| Admin fee / account holder | $8 | $458-98.2% | $9,324-99.9% | $504-98.4% |