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 01-0233346 | Recordkeeping | $212 |
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.
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 | $18,177 | $44,873-59.5% | $79,467-77.1% | $56,289-67.7% |
| Participation rate | 38.2% | 68.7%-30.5pp | 73.3%-35.1pp | 69.9%-31.6pp |
| Annual return | -9.13% | 0.81%-9.9pp | 718.30%-727.4pp | -9.96%+0.8pp |
| Employer contribution / active EE | $945 | $2,140-55.8% | $2,800-66.2% | $2,111-55.2% |
| Participant deferral / active EE | $1,576 | $2,746-42.6% | $3,704-57.4% | $3,350-53.0% |
| Admin fee / account holder | $113 | $418-72.9% | $5,104-97.8% | $521-78.3% |