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 15 · EIN 01-0233346 | Recordkeeping | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,791 | $45,324-76.2% | $122,354-91.2% | $69,631-84.5% |
| Participation rate | 43.8% | 59.9%-16.1pp | 71.6%-27.8pp | 70.7%-26.9pp |
| Annual return | 17.28% | 25.35%-8.1pp | 30.28%-13.0pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $285 | $1,230-76.8% | $4,051-93.0% | $2,032-86.0% |
| Participant deferral / active EE | $774 | $2,367-67.3% | $3,287-76.4% | $3,224-76.0% |
| Admin fee / account holder | $177 | $87+103.3% | $5,479-96.8% | $110+60.2% |