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 35-1140070 | Contract Administrator | $101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,127 | $46,732-24.8% | $156,551-77.6% | $55,167-36.3% |
| Participation rate | 51.6% | 65.8%-14.2pp | 84.0%-32.5pp | 69.0%-17.4pp |
| Annual return | 5.16% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $609 | $2,105-71.1% | $5,501-88.9% | $1,963-69.0% |
| Participant deferral / active EE | $1,629 | $2,204-26.1% | $4,871-66.6% | $3,054-46.7% |
| Admin fee / account holder | $1 | $418-99.8% | $13,028-100.0% | $504-99.9% |