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 | $6,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,060 | $80,753-64.0% | $136,298-78.7% | $62,293-53.3% |
| Participation rate | 16.2% | 73.5%-57.4pp | 81.9%-65.7pp | 69.5%-53.3pp |
| Annual return | 17.99% | 35.83%-17.8pp | 5156.27%-5138.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,293 | $5,164-36.2% | $6,247-47.3% | $3,169+3.9% |
| Admin fee / account holder | $175 | $525-66.7% | $9,244-98.1% | $479-63.5% |