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 35-1140070 | Contract Administrator | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,272 | $50,898-46.4% | $171,082-84.1% | $55,167-50.6% |
| Participation rate | 61.9% | 63.3%-1.3pp | 76.7%-14.8pp | 69.0%-7.1pp |
| Annual return | 5.40% | 15.34%-9.9pp | 32.56%-27.2pp | 169.23%-163.8pp |
| Employer contribution / active EE | $437 | $1,433-69.5% | $4,002-89.1% | $1,963-77.7% |
| Participant deferral / active EE | $2,743 | $2,994-8.4% | $4,797-42.8% | $3,054-10.2% |
| Admin fee / account holder | $10 | $500-98.0% | $8,520-99.9% | $504-98.0% |