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 | $21,565 |
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 | $39,585 | $69,383-42.9% | $101,271-60.9% | $73,493-46.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 35.42% | 18.46%+17.0pp | 46.48%-11.1pp | 28.51%+6.9pp |
| Employer contribution / active EE | $2,861 | $2,628+8.8% | $3,660-21.8% | $2,270+26.0% |
| Participant deferral / active EE | $8,030 | $3,301+143.3% | $4,371+83.7% | $3,740+114.7% |
| Admin fee / account holder | $129 | $704-81.7% | $5,948-97.8% | $513-74.8% |