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 | $42,210 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,838 | $79,223-14.4% | $102,460-33.8% | $74,478-8.9% |
| Participation rate | 85.4% | 74.8%+10.6pp | 76.5%+8.9pp | 67.2%+18.2pp |
| Annual return | 74.57% | 54.98%+19.6pp | 29.47%+45.1pp | 1370.56%-1296.0pp |
| Employer contribution / active EE | $3,716 | $2,363+57.2% | $3,025+22.8% | $2,626+41.5% |
| Participant deferral / active EE | $7,361 | $4,417+66.6% | $5,056+45.6% | $4,350+69.2% |
| Admin fee / account holder | $273 | $2,003-86.4% | $9,460-97.1% | $1,946-86.0% |