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 52 · EIN 04-1590850 | Indirect Investment Fees | $14,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $31,423 | $32,425-3.1% | $74,577-57.9% | $55,167-43.0% |
| Participation rate | 40.4% | 54.0%-13.6pp | 68.1%-27.7pp | 69.0%-28.6pp |
| Annual return | 2.73% | 10.63%-7.9pp | 20.47%-17.7pp | 169.23%-166.5pp |
| Employer contribution / active EE | $703 | $1,043-32.7% | $2,525-72.2% | $1,963-64.2% |
| Participant deferral / active EE | $1,595 | $1,995-20.1% | $3,458-53.9% | $3,054-47.8% |
| Admin fee / account holder | $199 | $748-73.5% | $4,138-95.2% | $504-60.6% |