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 | $232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $23,119 | $70,002-67.0% | $115,038-79.9% | $52,331-55.8% |
| Participation rate | 66.5% | 72.1%-5.6pp | 81.4%-14.9pp | 68.1%-1.6pp |
| Annual return | -1.08% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,111 | $2,715-59.1% | $4,608-75.9% | $1,882-41.0% |
| Participant deferral / active EE | $3,464 | $4,920-29.6% | $6,026-42.5% | $3,022+14.6% |
| Admin fee / account holder | $4 | $566-99.4% | $8,175-100.0% | $592-99.4% |