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 35-0145825 | Recordkeeping | $7,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $17,672 | $50,666-65.1% | $76,667-76.9% | $65,186-72.9% |
| Participation rate | 44.5% | 68.8%-24.3pp | 72.1%-27.6pp | 70.2%-25.7pp |
| Annual return | 23.96% | 28.51%-4.6pp | 1166.74%-1142.8pp | 29.39%-5.4pp |
| Employer contribution / active EE | $738 | $1,575-53.2% | $2,303-68.0% | $2,177-66.1% |
| Participant deferral / active EE | $1,390 | $2,647-47.5% | $3,336-58.3% | $3,514-60.4% |
| Admin fee / account holder | $6 | $463-98.7% | $6,423-99.9% | $847-99.3% |