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 15 · EIN 01-0233346 | Recordkeeping | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $16,534 | $38,969-57.6% | $109,313-84.9% | $55,167-70.0% |
| Participation rate | 66.7% | 58.2%+8.4pp | 71.3%-4.6pp | 69.0%-2.3pp |
| Annual return | 7.15% | 8.26%-1.1pp | 22.07%-14.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $65 | $1,227-94.7% | $3,892-98.3% | $1,963-96.7% |
| Participant deferral / active EE | $1,038 | $2,176-52.3% | $3,166-67.2% | $3,054-66.0% |
| Admin fee / account holder | $2 | $501-99.6% | $5,666-100.0% | $504-99.6% |