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 | $10,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,519 | $79,089-34.9% | $100,392-48.7% | $74,459-30.8% |
| Participation rate | 73.2% | 79.4%-6.2pp | 81.5%-8.3pp | 67.2%+6.0pp |
| Annual return | 16.48% | 20.61%-4.1pp | 49.45%-33.0pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $691 | $3,015-77.1% | $3,941-82.5% | $2,626-73.7% |
| Participant deferral / active EE | $65 | $7,747-99.2% | $8,090-99.2% | $4,350-98.5% |
| Admin fee / account holder | $67 | $1,336-95.0% | $7,904-99.1% | $1,945-96.5% |