Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $6,403 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,099 | $84,499-40.7% | $125,391-60.0% | $66,949-25.2% |
| Participation rate | 78.5% | 76.4%+2.0pp | 82.4%-3.9pp | 69.8%+8.6pp |
| Annual return | -19.83% | -8.49%-11.3pp | 572.41%-592.2pp | 1.57%-21.4pp |
| Employer contribution / active EE | $3,345 | $3,554-5.9% | $4,816-30.5% | $2,545+31.4% |
| Participant deferral / active EE | $6,921 | $6,785+2.0% | $7,448-7.1% | $4,239+63.3% |
| Admin fee / account holder | $41 | $685-94.0% | $10,009-99.6% | $594-93.1% |