Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,263 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,892 | $89,438-74.4% | $164,928-86.1% | $77,692-70.5% |
| Participation rate | 91.0% | 78.6%+12.4pp | 78.6%+12.4pp | 70.6%+20.4pp |
| Annual return | 36.64% | 28.82%+7.8pp | 70.08%-33.4pp | 31.25%+5.4pp |
| Employer contribution / active EE | $2,394 | $2,567-6.7% | $4,343-44.9% | $2,726-12.2% |
| Participant deferral / active EE | $3,935 | $4,901-19.7% | $6,034-34.8% | $4,648-15.3% |
| Admin fee / account holder | $82 | $340-75.8% | $12,684-99.4% | $431-80.9% |