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 | $43,735 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,535 | $74,188-44.0% | $115,756-64.1% | $64,814-35.9% |
| Participation rate | 63.4% | 76.2%-12.8pp | 77.1%-13.7pp | 71.5%-8.1pp |
| Annual return | -11.46% | -11.81%+0.3pp | 143.14%-154.6pp | 32.84%-44.3pp |
| Employer contribution / active EE | $1,378 | $3,365-59.0% | $3,793-63.7% | $2,507-45.0% |
| Participant deferral / active EE | $2,669 | $5,294-49.6% | $6,254-57.3% | $4,310-38.1% |
| Admin fee / account holder | $237 | $148+60.1% | $8,124-97.1% | $188+26.4% |