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 | $41,225 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,182 | $55,437-56.4% | $155,534-84.5% | $74,459-67.5% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 16.40% | 269.58%-253.2pp | 64.92%-48.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $843 | $2,266-62.8% | $4,675-82.0% | $2,626-67.9% |
| Participant deferral / active EE | $1,933 | $2,837-31.9% | $5,630-65.7% | $4,350-55.6% |
| Admin fee / account holder | $256 | $1,742-85.3% | $15,900-98.4% | $1,945-86.8% |