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 | $23,011 |
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 | $20,243 | $69,383-70.8% | $101,275-80.0% | $73,497-72.5% |
| Participation rate | 72.7% | 68.4%+4.3pp | 75.8%-3.1pp | 70.7%+2.0pp |
| Annual return | 14.97% | 18.46%-3.5pp | 46.48%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,155 | $2,628-56.1% | $3,660-68.4% | $2,270-49.1% |
| Participant deferral / active EE | $2,254 | $3,301-31.7% | $4,371-48.4% | $3,740-39.7% |
| Admin fee / account holder | $198 | $704-71.8% | $5,948-96.7% | $513-61.3% |