Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2879032 | Contract Administrator | $371 |
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).
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 | $22,215 | $55,453-59.9% | $170,435-87.0% | $62,293-64.3% |
| Participation rate | 21.0% | 66.4%-45.4pp | 83.6%-62.6pp | 69.5%-48.5pp |
| Annual return | 22.61% | 21.38%+1.2pp | 205.94%-183.3pp | 28.90%-6.3pp |
| Employer contribution / active EE | $337 | $2,164-84.4% | $5,432-93.8% | $2,042-83.5% |
| Participant deferral / active EE | $492 | $2,303-78.6% | $4,939-90.0% | $3,169-84.5% |
| Admin fee / account holder | $8 | $455-98.2% | $13,881-99.9% | $479-98.3% |