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 | $1,985 |
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 | $8,952 | $64,286-86.1% | $90,970-90.2% | $73,412-87.8% |
| Participation rate | 98.6% | 63.6%+35.0pp | 69.0%+29.6pp | 72.2%+26.4pp |
| Annual return | 18.24% | 21.46%-3.2pp | 134.58%-116.3pp | 59.30%-41.1pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,942 | $2,453-20.8% | $3,373-42.4% | $3,806-49.0% |
| Admin fee / account holder | $6 | $287-98.1% | $5,960-99.9% | $158-96.5% |