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 | $34,075 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $19,045 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,078 | $122,063-27.8% | $184,256-52.2% | $74,478+18.3% |
| Participation rate | 80.6% | 85.5%-4.9pp | 86.8%-6.2pp | 67.2%+13.4pp |
| Annual return | 21.79% | 19.92%+1.9pp | 28.85%-7.1pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $1,264 | $4,539-72.2% | $6,427-80.3% | $2,626-51.9% |
| Participant deferral / active EE | $4,013 | $7,144-43.8% | $9,133-56.1% | $4,350-7.7% |
| Admin fee / account holder | $379 | $1,253-69.7% | $13,899-97.3% | $1,946-80.5% |