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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,336 |
MGKS1 year Service code 13 · EIN 86-1001235 | Contract Administrator | $18,381 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,183 | $80,731-84.9% | $103,378-88.2% | $74,400-83.6% |
| Participation rate | 86.9% | 65.7%+21.2pp | 74.5%+12.4pp | 67.2%+19.6pp |
| Annual return | 9.52% | 27.56%-18.0pp | 24.91%-15.4pp | 1367.51%-1358.0pp |
| Employer contribution / active EE | $4,357 | $3,159+37.9% | $3,870+12.6% | $2,624+66.0% |
| Participant deferral / active EE | $1,729 | $3,862-55.2% | $5,058-65.8% | $4,348-60.2% |
| Admin fee / account holder | $315 | $2,369-86.7% | $8,401-96.2% | $1,944-83.8% |