Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,492 | $50,902-95.1% | $155,534-98.4% | $77,736-96.8% |
| Participation rate | 66.2% | 63.1%+3.1pp | 78.2%-12.1pp | 70.6%-4.4pp |
| Annual return | 14.88% | 34.85%-20.0pp | 64.92%-50.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,229 | $2,824-56.5% | $5,630-78.2% | $4,651-73.6% |
| Admin fee / account holder | $32 | $437-92.6% | $15,900-99.8% | $433-92.6% |