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 | $24,897 |
THE TAVENNER COMPANY1 year Service code 49 · EIN 31-1171911 | Other Services | $8,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,802 | $81,208-9.1% | $98,920-25.4% | $79,852-7.6% |
| Participation rate | 56.3% | 72.5%-16.2pp | 76.0%-19.7pp | 69.6%-13.3pp |
| Annual return | 13.39% | 60.99%-47.6pp | 196.47%-183.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $576 | $1,960-70.6% | $2,689-78.6% | $2,471-76.7% |
| Participant deferral / active EE | $2,071 | $3,265-36.6% | $4,245-51.2% | $3,740-44.6% |
| Admin fee / account holder | $351 | $6,013-94.2% | $6,643-94.7% | $5,306-93.4% |