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 13 · EIN 42-0127290 | Contract Administrator | $37,739 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,745 |
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 | $15,568 | $163,671-90.5% | $155,534-90.0% | - |
| Participation rate | 90.0% | 63.4%+26.6pp | 78.2%+11.7pp | - |
| Annual return | 13.50% | 19.35%-5.8pp | 64.92%-51.4pp | - |
| Employer contribution / active EE | $870 | $2,499-65.2% | $4,675-81.4% | - |
| Participant deferral / active EE | $2,168 | $2,935-26.1% | $5,630-61.5% | - |
| Admin fee / account holder | $146 | $97,433-99.9% | $15,900-99.1% | - |