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 06-1050034 | Contract Administrator | $3,340 |
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 | $54,905 | $54,320+1.1% | $67,652-18.8% | $52,331+4.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 9288.06% | 6.81%+9281.3pp | 6625.40%+2662.7pp | 4.54%+9283.5pp |
| Employer contribution / active EE | $1,953 | $1,544+26.5% | $2,266-13.8% | $1,882+3.8% |
| Participant deferral / active EE | $1,382 | $2,950-53.1% | $3,560-61.2% | $3,022-54.3% |
| Admin fee / account holder | $21 | $527-96.1% | $4,821-99.6% | $592-96.5% |