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 41-0417830 | Contract Administrator | $9,148 |
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 | $52,273 | $86,655-39.7% | $119,608-56.3% | $66,930-21.9% |
| Participation rate | 80.5% | 75.6%+5.0pp | 79.3%+1.3pp | 69.8%+10.7pp |
| Annual return | -19.74% | -8.00%-11.7pp | -14.98%-4.8pp | 1.57%-21.3pp |
| Employer contribution / active EE | $1,452 | $2,536-42.7% | $4,232-65.7% | $2,545-42.9% |
| Participant deferral / active EE | $4,689 | $4,358+7.6% | $5,601-16.3% | $4,238+10.7% |
| Admin fee / account holder | $59 | $755-92.1% | $10,326-99.4% | $593-90.0% |