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 | $38,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,589 | $37,196-17.8% | $154,114-80.2% | $55,725-45.1% |
| Participation rate | 66.0% | 64.1%+1.9pp | 83.0%-17.1pp | 70.9%-4.9pp |
| Annual return | -4.32% | 1319.68%-1324.0pp | 735.16%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $861 | $1,614-46.7% | $5,298-83.7% | $2,078-58.6% |
| Participant deferral / active EE | $2,975 | $2,068+43.8% | $5,081-41.4% | $3,356-11.3% |
| Admin fee / account holder | $64 | $102-36.7% | $13,411-99.5% | $115-44.2% |