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 |
|---|---|---|
WERNTZ & ASSOCIATES6+ years Service code 15 · EIN 72-0684309 | Recordkeeping | $8,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,096 | $81,494-50.8% | $133,978-70.1% | $73,497-45.4% |
| Participation rate | 40.3% | 76.4%-36.1pp | 79.8%-39.6pp | 70.7%-30.4pp |
| Annual return | 14.38% | 19.40%-5.0pp | 45.10%-30.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $588 | $2,210-73.4% | $3,919-85.0% | $2,270-74.1% |
| Participant deferral / active EE | $1,203 | $3,787-68.2% | $5,047-76.2% | $3,740-67.8% |
| Admin fee / account holder | $162 | $713-77.3% | $8,930-98.2% | $513-68.5% |