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 | $3,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,898 | $46,332-78.6% | $143,799-93.1% | $64,819-84.7% |
| Participation rate | 3.9% | 64.2%-60.3pp | 80.3%-76.4pp | 71.5%-67.5pp |
| Annual return | -16.98% | -10.05%-6.9pp | -0.04%-16.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $95 | $2,647-96.4% | $5,638-98.3% | $4,311-97.8% |
| Admin fee / account holder | $162 | $154+5.3% | $14,677-98.9% | $188-13.8% |