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 | $18,749 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,942 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,034 | $60,305-27.0% | $81,780-46.2% | $74,400-40.8% |
| Participation rate | 98.4% | 62.9%+35.5pp | 72.4%+26.0pp | 67.2%+31.2pp |
| Annual return | 16.01% | 16.89%-0.9pp | 776.27%-760.3pp | 1367.51%-1351.5pp |
| Employer contribution / active EE | $6,583 | $2,623+151.0% | $2,914+125.9% | $2,624+150.8% |
| Participant deferral / active EE | $6,610 | $3,390+95.0% | $4,321+53.0% | $4,348+52.0% |
| Admin fee / account holder | $235 | $1,484-84.2% | $7,384-96.8% | $1,944-87.9% |