Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $24,524 | $99,957-75.5% | $149,745-83.6% | $73,497-66.6% |
| Participation rate | 48.4% | 75.7%-27.3pp | 82.5%-34.0pp | 70.7%-22.2pp |
| Annual return | 15.87% | 53.87%-38.0pp | 276.72%-260.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $854 | $3,191-73.3% | $4,646-81.6% | $2,270-62.4% |
| Participant deferral / active EE | $2,311 | $6,073-61.9% | $6,843-66.2% | $3,740-38.2% |
| Admin fee / account holder | $0 | $551-99.9% | $9,312-100.0% | $513-99.9% |