Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $80,781-84.9% | $102,437-88.1% | $74,478-83.6% |
| Participation rate | 86.9% | 65.7%+21.2pp | 74.5%+12.4pp | 67.2%+19.6pp |
| Annual return | 9.52% | 27.58%-18.1pp | 24.95%-15.4pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $4,357 | $3,160+37.9% | $3,871+12.6% | $2,626+65.9% |
| Participant deferral / active EE | $1,729 | $3,862-55.2% | $5,060-65.8% | $4,350-60.2% |
| Admin fee / account holder | $315 | $2,372-86.7% | $8,388-96.2% | $1,946-83.8% |