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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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).
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 | $43,652 | $66,319-34.2% | $93,614-53.4% | $65,185-33.0% |
| Participation rate | 86.5% | 74.0%+12.5pp | 75.8%+10.7pp | 70.2%+16.3pp |
| Annual return | 19.55% | 42.59%-23.0pp | 32.76%-13.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,397 | $3,343-58.2% | $4,069-65.7% | $3,514-60.2% |
| Admin fee / account holder | $14 | $6,900-99.8% | $7,889-99.8% | $847-98.4% |