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 13 · EIN 42-0127290 | Contract Administrator | $400 |
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.
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 | $21,307 | $42,546-49.9% | $71,796-70.3% | $55,167-61.4% |
| Participation rate | 32.5% | 59.1%-26.6pp | 69.1%-36.6pp | 69.0%-36.4pp |
| Annual return | 6.47% | 12.36%-5.9pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $361 | $803-55.1% | $1,924-81.3% | $1,963-81.6% |
| Participant deferral / active EE | $966 | $2,064-53.2% | $2,794-65.4% | $3,054-68.4% |
| Admin fee / account holder | $6 | $650-99.1% | $4,815-99.9% | $504-98.8% |