Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,906 | $66,601-68.6% | $92,909-77.5% | $67,579-69.1% |
| Participation rate | 41.1% | 72.5%-31.4pp | 76.0%-34.9pp | 71.3%-30.2pp |
| Annual return | 25.61% | 92.58%-67.0pp | 109.44%-83.8pp | 378.56%-352.9pp |
| Employer contribution / active EE | $1,036 | $2,775-62.7% | $3,653-71.6% | $2,148-51.8% |
| Participant deferral / active EE | $1,811 | $3,157-42.6% | $4,238-57.3% | $3,539-48.8% |
| Admin fee / account holder | $253 | $199+27.0% | $5,795-95.6% | $142+77.5% |