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 27 · EIN 47-1411118 | Advisory (Plan) | $21,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,572 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,660 | $81,494-62.4% | $133,978-77.1% | $73,497-58.3% |
| Participation rate | 51.7% | 76.4%-24.7pp | 79.8%-28.2pp | 70.7%-19.0pp |
| Annual return | 14.88% | 19.40%-4.5pp | 45.10%-30.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $778 | $2,210-64.8% | $3,919-80.1% | $2,270-65.7% |
| Participant deferral / active EE | $1,918 | $3,787-49.3% | $5,047-62.0% | $3,740-48.7% |
| Admin fee / account holder | $183 | $713-74.3% | $8,930-98.0% | $513-64.3% |