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 | $269,007 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,442 | $104,631-4.0% | $98,461+2.0% | $80,157+25.3% |
| Participation rate | 95.8% | 87.5%+8.2pp | 75.2%+20.6pp | 72.9%+22.8pp |
| Annual return | 21.02% | 34.72%-13.7pp | 21.17%-0.1pp | 40.39%-19.4pp |
| Employer contribution / active EE | $5,632 | $4,517+24.7% | $3,049+84.7% | $2,977+89.2% |
| Participant deferral / active EE | $16,593 | $6,545+153.5% | $4,738+250.2% | $5,015+230.9% |
| Admin fee / account holder | $128 | $105+22.6% | $8,961-98.6% | $145-11.4% |