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 | $27,707 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 13 | Contract Administrator | $6,055 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL GROUP Service code 13 · EIN 38-3567911 | Contract Administrator | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,552 | $49,138-19.5% | $84,020-52.9% | $65,185-39.3% |
| Participation rate | 47.7% | 60.7%-13.1pp | 69.0%-21.4pp | 70.2%-22.5pp |
| Annual return | 10.97% | 23.00%-12.0pp | 71.31%-60.3pp | 29.38%-18.4pp |
| Employer contribution / active EE | $336 | $914-63.2% | $1,984-83.1% | $2,177-84.6% |
| Participant deferral / active EE | $876 | $2,397-63.4% | $3,239-72.9% | $3,514-75.1% |
| Admin fee / account holder | $363 | $543-33.1% | $6,101-94.0% | $847-57.1% |