See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.3 years Service code 13 · EIN 95-2887986 | Contract Administrator | $14,009 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,081 | $37,393+28.6% | $77,024-37.6% | $66,914-28.1% |
| Participation rate | 59.8% | 52.9%+7.0pp | 67.9%-8.1pp | 69.8%-10.0pp |
| Annual return | -17.52% | -3.29%-14.2pp | 42.32%-59.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,727 | $1,531+78.1% | $2,812-3.0% | $2,544+7.2% |
| Participant deferral / active EE | $7,266 | $2,617+177.6% | $4,426+64.2% | $4,237+71.5% |
| Admin fee / account holder | $171 | $567-69.9% | $5,425-96.9% | $593-71.2% |