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 | $4,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,973 | $78,419-63.1% | $133,978-78.4% | $73,412-60.5% |
| Participation rate | 51.6% | 78.6%-27.0pp | 79.8%-28.2pp | 72.2%-20.6pp |
| Annual return | 16.79% | 33.35%-16.6pp | 45.10%-28.3pp | 59.30%-42.5pp |
| Employer contribution / active EE | $959 | $2,044-53.1% | $3,919-75.5% | $2,234-57.1% |
| Participant deferral / active EE | $2,075 | $3,925-47.1% | $5,047-58.9% | $3,806-45.5% |
| Admin fee / account holder | $39 | $161-76.0% | $8,930-99.6% | $158-75.5% |