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 |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT5+ years Filed as: FRONTIER TRUST COMPANY Service code 21 · EIN 45-0404698 1126 WESTRAC DRIVE S. · FARGO, ND 58103 | Bank Trustee | $0 |
Service code 15 · EIN 65-0042516 2058 BAYSIDE PARKWAY · FORT MYERS, FL 339013102 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $38,215 | $31,679+20.6% | $74,719-48.9% | $65,185-41.4% |
| Participation rate | 54.3% | 40.4%+14.0pp | 54.5%-0.1pp | 70.2%-15.9pp |
| Annual return | 20.55% | 39.04%-18.5pp | 753.05%-732.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $707 | $566+24.8% | $1,084-34.8% | $2,177-67.5% |
| Participant deferral / active EE | $1,381 | $1,191+16.0% | $1,963-29.7% | $3,514-60.7% |
| Admin fee / account holder | $154 | $379-59.4% | $3,334-95.4% | $847-81.8% |