Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,277 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,195 | $54,245-81.2% | $93,727-89.1% | $77,762-86.9% |
| Participation rate | 85.3% | 63.9%+21.4pp | 68.7%+16.6pp | 70.6%+14.7pp |
| Annual return | 14.68% | 30.58%-15.9pp | 133.83%-119.1pp | 31.27%-16.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,157 | $3,144+0.4% | $4,417-28.5% | $4,651-32.1% |
| Admin fee / account holder | $69 | $575-88.0% | $8,292-99.2% | $433-84.1% |