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 13 · EIN 42-0127290 | Contract Administrator | $4,682 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,176 | $63,442-65.0% | $68,794-67.8% | $66,930-66.9% |
| Participation rate | 30.0% | 60.0%-30.0pp | 69.0%-39.0pp | 69.8%-39.8pp |
| Annual return | -13.98% | -8.29%-5.7pp | -6.37%-7.6pp | 1.57%-15.6pp |
| Employer contribution / active EE | $436 | $1,775-75.4% | $2,656-83.6% | $2,545-82.9% |
| Participant deferral / active EE | $1,231 | $2,945-58.2% | $3,941-68.8% | $4,238-71.0% |
| Admin fee / account holder | $339 | $577-41.3% | $4,934-93.1% | $593-42.9% |