Filed August 16, 2022
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 | $43,133 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,363 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,993 | $48,744-54.9% | $93,727-76.5% | $200,096-89.0% |
| Participation rate | 8.9% | 63.7%-54.8pp | 68.7%-59.8pp | 72.0%-63.1pp |
| Annual return | 19.02% | 15.36%+3.7pp | 133.83%-114.8pp | 34.26%-15.2pp |
| Employer contribution / active EE | $130 | $1,140-88.6% | $2,421-94.6% | $3,038-95.7% |
| Participant deferral / active EE | $405 | $2,825-85.6% | $4,417-90.8% | $5,090-92.0% |
| Admin fee / account holder | $122 | $195-37.4% | $8,292-98.5% | $269-54.6% |