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 | $12,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,728 | $58,726-78.3% | $92,240-86.2% | $62,293-79.6% |
| Participation rate | 64.7% | 68.3%-3.7pp | 76.5%-11.8pp | 69.5%-4.9pp |
| Annual return | 20.61% | 43.62%-23.0pp | 176.29%-155.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,012 | $2,392-57.7% | $3,680-72.5% | $2,042-50.5% |
| Participant deferral / active EE | $2,010 | $2,766-27.3% | $3,897-48.4% | $3,169-36.6% |
| Admin fee / account holder | $126 | $556-77.3% | $5,194-97.6% | $479-73.7% |