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 | $24,009 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $22,844 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $13,000 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 · EIN 27-3232902 | Contract Administrator | $5,600 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,973 | $86,294+93.5% | $111,303+50.0% | $85,856+94.5% |
| Participation rate | 86.9% | 73.3%+13.6pp | 77.3%+9.6pp | 69.3%+17.6pp |
| Annual return | 10.02% | 19.99%-10.0pp | 54.66%-44.6pp | 318.58%-308.6pp |
| Employer contribution / active EE | $404 | $2,043-80.3% | $2,731-85.2% | $2,565-84.3% |
| Participant deferral / active EE | $5,380 | $3,641+47.8% | $4,487+19.9% | $3,952+36.1% |
| Admin fee / account holder | $665 | $8,189-91.9% | $7,966-91.7% | $6,261-89.4% |