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 | $27,130 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,967 | $39,948-12.5% | $89,435-60.9% | $73,412-52.4% |
| Participation rate | 48.1% | 50.4%-2.3pp | 68.0%-19.9pp | 72.2%-24.1pp |
| Annual return | 29.18% | 50.12%-20.9pp | 245.55%-216.4pp | 59.30%-30.1pp |
| Employer contribution / active EE | $1,139 | $1,200-5.1% | $2,587-56.0% | $2,234-49.0% |
| Participant deferral / active EE | $1,683 | $2,193-23.3% | $3,890-56.8% | $3,806-55.8% |
| Admin fee / account holder | $138 | $134+2.6% | $4,884-97.2% | $158-12.8% |