Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $27,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,204 | $45,109+24.6% | $85,240-34.1% | $77,762-27.7% |
| Participation rate | 36.8% | 48.7%-11.9pp | 67.5%-30.7pp | 70.6%-33.8pp |
| Annual return | 14.29% | 79.55%-65.3pp | 66.75%-52.5pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,260 | $1,602-21.3% | $2,735-53.9% | $2,728-53.8% |
| Participant deferral / active EE | $1,681 | $2,814-40.2% | $4,527-62.9% | $4,651-63.8% |
| Admin fee / account holder | $170 | $915-81.4% | $6,165-97.2% | $433-60.7% |