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 | $553 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,053 | $45,050-82.1% | $63,018-87.2% | $70,126-88.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.80% | 18.76%-5.0pp | 87.62%-73.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $220 | $2,052-89.3% | $2,761-92.0% | $2,343-90.6% |
| Participant deferral / active EE | $879 | $2,466-64.4% | $3,330-73.6% | $3,332-73.6% |
| Admin fee / account holder | $8 | $2,834-99.7% | $3,601-99.8% | $4,645-99.8% |