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 06-1050034 | Contract Administrator | $3,476 |
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 | $16,029 | $46,732-65.7% | $156,551-89.8% | $55,167-70.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.35% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $996 | $2,105-52.7% | $5,501-81.9% | $1,963-49.2% |
| Participant deferral / active EE | $1,916 | $2,204-13.1% | $4,871-60.7% | $3,054-37.3% |
| Admin fee / account holder | $18 | $418-95.8% | $13,028-99.9% | $504-96.5% |