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 | $135,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564,284 | $55,470+917.3% | $155,556+262.8% | $74,478+657.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 18.35% | 269.80%-251.5pp | 64.84%-46.5pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $12,862 | $2,267+467.4% | $4,675+175.1% | $2,626+389.7% |
| Participant deferral / active EE | $7,293 | $2,838+157.0% | $5,631+29.5% | $4,350+67.6% |
| Admin fee / account holder | $424 | $1,744-75.7% | $15,885-97.3% | $1,946-78.2% |