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 42-0127290 | Contract Administrator | $13,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,008 | $46,332-50.3% | $143,797-84.0% | $64,824-64.5% |
| Participation rate | 64.4% | 64.2%+0.2pp | 80.3%-15.9pp | 71.5%-7.1pp |
| Annual return | -10.62% | -10.05%-0.6pp | -0.04%-10.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $763 | $1,911-60.1% | $4,952-84.6% | $2,507-69.6% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $25 | $154-84.1% | $14,679-99.8% | $188-86.9% |