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 60 · EIN 04-2647786 | Sub-TA Fees | $988 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,247 | $37,044+54.5% | $71,796-20.3% | $57,658-0.7% |
| Participation rate | 19.9% | 61.1%-41.2pp | 69.1%-49.2pp | 70.2%-50.3pp |
| Annual return | 4.52% | 12.64%-8.1pp | 78.04%-73.5pp | 5.13%-0.6pp |
| Employer contribution / active EE | $190 | $720-73.6% | $1,924-90.1% | $1,974-90.4% |
| Participant deferral / active EE | $882 | $1,974-55.3% | $2,794-68.4% | $3,061-71.2% |
| Admin fee / account holder | $13 | $101-87.1% | $4,815-99.7% | $95-86.2% |