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 | $520 |
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.
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 | $34,373 | $44,764-23.2% | $68,803-50.0% | $64,824-47.0% |
| Participation rate | 25.3% | 64.8%-39.5pp | 69.0%-43.7pp | 71.5%-46.2pp |
| Annual return | -16.80% | -10.91%-5.9pp | -6.37%-10.4pp | 32.84%-49.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $545 | $3,238-83.2% | $3,942-86.2% | $4,311-87.4% |
| Admin fee / account holder | $4 | $151-97.4% | $4,936-99.9% | $188-97.9% |