Filed December 22, 2022
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 | $15,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,822 | $55,423-30.0% | $155,602-75.1% | $74,400-47.8% |
| Participation rate | 51.8% | 61.9%-10.1pp | 78.2%-26.4pp | 67.2%-15.4pp |
| Annual return | 18.46% | 269.07%-250.6pp | 64.81%-46.4pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $1,240 | $2,266-45.3% | $4,675-73.5% | $2,624-52.8% |
| Participant deferral / active EE | $2,760 | $2,835-2.6% | $5,629-51.0% | $4,348-36.5% |
| Admin fee / account holder | $134 | $1,744-92.3% | $15,923-99.2% | $1,944-93.1% |