Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,167 | $46,732-76.1% | $156,551-92.9% | $55,167-79.8% |
| Participation rate | 92.5% | 65.8%+26.7pp | 84.0%+8.5pp | 69.0%+23.5pp |
| Annual return | 19.60% | 17.72%+1.9pp | 32.23%-12.6pp | 169.23%-149.6pp |
| Employer contribution / active EE | $54 | $2,105-97.5% | $5,501-99.0% | $1,963-97.3% |
| Participant deferral / active EE | $3,459 | $2,204+56.9% | $4,871-29.0% | $3,054+13.2% |
| Admin fee / account holder | $120 | $418-71.3% | $13,028-99.1% | $504-76.2% |