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 21 · EIN 66-0561870 | Bank Trustee | $1,385 |
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).
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 | $6,666 | $35,485-81.2% | $74,549-91.1% | $55,725-88.0% |
| Participation rate | 98.5% | 62.5%+36.0pp | 69.1%+29.4pp | 70.9%+27.7pp |
| Annual return | -5.57% | 0.72%-6.3pp | 32.53%-38.1pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,589 | $2,181-27.1% | $3,108-48.9% | $3,356-52.6% |
| Admin fee / account holder | $5 | $114-95.6% | $5,059-99.9% | $115-95.6% |