Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,758 | $29,369-56.6% | $77,513-83.5% | $73,412-82.6% |
| Participation rate | 7.4% | 37.9%-30.5pp | 54.2%-46.8pp | 72.2%-64.8pp |
| Annual return | 25.46% | 358.15%-332.7pp | 54.81%-29.3pp | 59.30%-33.8pp |
| Employer contribution / active EE | $93 | $406-77.0% | $987-90.5% | $2,234-95.8% |
| Participant deferral / active EE | $223 | $941-76.3% | $1,861-88.0% | $3,806-94.1% |
| Admin fee / account holder | $15 | $123-87.9% | $2,859-99.5% | $158-90.6% |