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 | $1,350 |
Participant 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 | $7,561 | $70,667-89.3% | $123,105-93.9% | $52,331-85.6% |
| Participation rate | 82.7% | 83.7%-1.0pp | 86.8%-4.1pp | 68.1%+14.6pp |
| Annual return | -0.20% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,035 | $2,946-64.9% | $5,151-79.9% | $1,882-45.0% |
| Participant deferral / active EE | $476 | $4,493-89.4% | $6,229-92.4% | $3,022-84.3% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |