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 35-0145825 | Recordkeeping | $3,200 |
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).
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 | $16,039 | $47,977-66.6% | $154,108-89.6% | $56,289-71.5% |
| Participation rate | 35.7% | 66.2%-30.4pp | 83.0%-47.3pp | 69.9%-34.1pp |
| Annual return | 15.94% | 3.54%+12.4pp | 735.21%-719.3pp | -9.96%+25.9pp |
| Employer contribution / active EE | $466 | $2,169-78.5% | $5,298-91.2% | $2,111-77.9% |
| Participant deferral / active EE | $988 | $2,392-58.7% | $5,081-80.6% | $3,350-70.5% |
| Admin fee / account holder | $25 | $438-94.3% | $13,411-99.8% | $521-95.2% |