Filed April 28, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,725 |
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 | $65,644 | $78,636-16.5% | $105,607-37.8% | $74,459-11.8% |
| Participation rate | 98.1% | 72.8%+25.3pp | 75.3%+22.8pp | 67.2%+30.8pp |
| Annual return | 16.51% | 15.96%+0.6pp | 116.11%-99.6pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $4,214 | $2,523+67.0% | $3,167+33.1% | $2,626+60.5% |
| Participant deferral / active EE | $9,883 | $4,322+128.7% | $5,011+97.2% | $4,350+127.2% |
| Admin fee / account holder | $14 | $2,220-99.4% | $10,958-99.9% | $1,945-99.3% |