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 42-0127290 | Contract Administrator | $33,577 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,017 | $55,472-40.5% | $155,567-78.8% | $74,546-55.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.18% | 268.72%-251.5pp | 64.74%-47.6pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $2,785 | $2,269+22.7% | $4,674-40.4% | $2,624+6.1% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $233 | $1,743-86.6% | $15,916-98.5% | $1,944-88.0% |