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 | $12,636 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,096 | $63,471-62.0% | $68,803-65.0% | $66,949-64.0% |
| Participation rate | 39.5% | 60.0%-20.4pp | 69.0%-29.5pp | 69.8%-30.3pp |
| Annual return | -16.81% | -8.29%-8.5pp | -6.37%-10.4pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $656 | $2,946-77.7% | $3,942-83.4% | $4,239-84.5% |
| Admin fee / account holder | $140 | $578-75.7% | $4,936-97.2% | $594-76.3% |