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 60 · EIN 04-2647786 | Sub-TA Fees | $1,425 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,827 | $54,320+8.3% | $67,652-13.0% | $52,331+12.4% |
| Participation rate | 61.9% | 73.6%-11.7pp | 75.7%-13.8pp | 68.1%-6.2pp |
| Annual return | -0.58% | 6.81%-7.4pp | 6625.40%-6626.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,473 | $2,950-50.1% | $3,560-58.6% | $3,022-51.3% |
| Admin fee / account holder | $20 | $527-96.3% | $4,821-99.6% | $592-96.7% |