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 | $888 |
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 | $75,008 | $38,969+92.5% | $109,313-31.4% | $55,167+36.0% |
| Participation rate | 89.4% | 58.2%+31.2pp | 71.3%+18.2pp | 69.0%+20.4pp |
| Annual return | 22.13% | 8.26%+13.9pp | 22.07%+0.1pp | 169.23%-147.1pp |
| Employer contribution / active EE | $1,793 | $1,227+46.2% | $3,892-53.9% | $1,963-8.6% |
| Participant deferral / active EE | $6,531 | $2,176+200.2% | $3,166+106.3% | $3,054+113.8% |
| Admin fee / account holder | $3 | $501-99.4% | $5,666-99.9% | $504-99.4% |