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 17 · EIN 13-5674085 | Pension Consulting | $39,588 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,367 | $101,672-32.8% | $147,117-53.5% | $74,478-8.2% |
| Participation rate | 63.3% | 75.5%-12.3pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 14.47% | 8757.83%-8743.4pp | 420.54%-406.1pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,576 | $3,813-32.5% | $4,932-47.8% | $2,626-1.9% |
| Participant deferral / active EE | $6,388 | $7,305-12.5% | $8,065-20.8% | $4,350+46.8% |
| Admin fee / account holder | $492 | $1,753-71.9% | $12,993-96.2% | $1,946-74.7% |