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 35-0145825 | Recordkeeping | $45,235 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,809 | $74,552-81.5% | $63,018-78.1% | $69,631-80.2% |
| Participation rate | 93.7% | 78.3%+15.4pp | 74.8%+18.9pp | 70.7%+23.0pp |
| Annual return | 17.72% | 15.77%+2.0pp | 87.62%-69.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $1,898 | $2,929-35.2% | $2,761-31.2% | $2,032-6.6% |
| Participant deferral / active EE | $2,681 | $2,974-9.8% | $3,330-19.5% | $3,224-16.8% |
| Admin fee / account holder | $4 | $59-93.4% | $3,601-99.9% | $110-96.5% |