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 15 · EIN 01-0233346 | Recordkeeping | $112 |
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.
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 | $34,570 | $50,385-31.4% | $75,501-54.2% | $62,293-44.5% |
| Participation rate | 36.4% | 67.7%-31.3pp | 72.4%-36.0pp | 69.5%-33.2pp |
| Annual return | 19.84% | 19.90%-0.1pp | 27.35%-7.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $167 | $1,537-89.2% | $2,352-92.9% | $2,042-91.8% |
| Participant deferral / active EE | $2,409 | $2,445-1.5% | $3,142-23.3% | $3,169-24.0% |
| Admin fee / account holder | $9 | $384-97.7% | $5,801-99.8% | $479-98.2% |