Filed June 20, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,994 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $15,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,085 | $63,471-22.7% | $68,803-28.7% | $66,949-26.7% |
| Participation rate | 85.3% | 60.0%+25.3pp | 69.0%+16.3pp | 69.8%+15.5pp |
| Annual return | -15.77% | -8.29%-7.5pp | -6.37%-9.4pp | 1.57%-17.3pp |
| Employer contribution / active EE | $8,983 | $1,776+405.8% | $2,656+238.3% | $2,545+252.9% |
| Participant deferral / active EE | $3,900 | $2,946+32.4% | $3,942-1.1% | $4,239-8.0% |
| Admin fee / account holder | $337 | $578-41.6% | $4,936-93.2% | $594-43.2% |