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 | $348 |
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 | $20,022 | $56,640-64.7% | $78,002-74.3% | $55,167-63.7% |
| Participation rate | 40.5% | 73.3%-32.8pp | 75.5%-35.0pp | 69.0%-28.5pp |
| Annual return | 11.78% | 2868.48%-2856.7pp | 425.99%-414.2pp | 169.23%-157.5pp |
| Employer contribution / active EE | $690 | $1,724-60.0% | $2,470-72.1% | $1,963-64.9% |
| Participant deferral / active EE | $2,095 | $2,778-24.6% | $3,497-40.1% | $3,054-31.4% |
| Admin fee / account holder | $102 | $467-78.1% | $5,481-98.1% | $504-79.7% |