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 |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY ADVISORS LLC Service code 26 · EIN 41-1980123 | Advisory (Participants) | $9,746 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,083 | $69,383+44.2% | $101,271-1.2% | $73,493+36.2% |
| Participation rate | 39.4% | 68.4%-29.0pp | 75.8%-36.4pp | 70.7%-31.3pp |
| Annual return | 19.55% | 18.46%+1.1pp | 46.48%-26.9pp | 28.51%-9.0pp |
| Employer contribution / active EE | $628 | $2,628-76.1% | $3,660-82.9% | $2,270-72.4% |
| Participant deferral / active EE | $1,493 | $3,301-54.8% | $4,371-65.8% | $3,740-60.1% |
| Admin fee / account holder | $611 | $704-13.3% | $5,948-89.7% | $513+19.0% |