Filed February 15, 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 | $4,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,783 | $46,332-12.0% | $143,799-71.6% | $64,819-37.1% |
| Participation rate | 42.7% | 64.2%-21.6pp | 80.3%-37.6pp | 71.5%-28.8pp |
| Annual return | -18.70% | -10.05%-8.6pp | -0.04%-18.7pp | 32.84%-51.5pp |
| Employer contribution / active EE | $797 | $1,911-58.3% | $4,952-83.9% | $2,507-68.2% |
| Participant deferral / active EE | $1,867 | $2,647-29.5% | $5,638-66.9% | $4,311-56.7% |
| Admin fee / account holder | $140 | $154-9.3% | $14,677-99.0% | $188-25.7% |