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 | $39,489 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,386 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,308 | $47,977-3.5% | $154,108-70.0% | $56,289-17.7% |
| Participation rate | 33.9% | 66.2%-32.3pp | 83.0%-49.1pp | 69.9%-35.9pp |
| Annual return | -11.20% | 3.54%-14.7pp | 735.21%-746.4pp | -9.96%-1.2pp |
| Employer contribution / active EE | $285 | $2,169-86.9% | $5,298-94.6% | $2,111-86.5% |
| Participant deferral / active EE | $1,995 | $2,392-16.6% | $5,081-60.7% | $3,350-40.4% |
| Admin fee / account holder | $349 | $438-20.3% | $13,411-97.4% | $521-32.9% |