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 06-1050034 | Contract Administrator | $43,405 |
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 | $76,037 | $63,905+19.0% | $74,184+2.5% | $57,658+31.9% |
| Participation rate | 98.2% | 79.8%+18.5pp | 76.6%+21.6pp | 70.2%+28.0pp |
| Annual return | 10.12% | 60.60%-50.5pp | 17.74%-7.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $3,615 | $1,840+96.4% | $2,370+52.5% | $1,974+83.2% |
| Participant deferral / active EE | $7,358 | $3,448+113.4% | $3,550+107.3% | $3,061+140.4% |
| Admin fee / account holder | $60 | $91-33.6% | $5,586-98.9% | $95-36.1% |