Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,326 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,896 |
Service code 13 · EIN 23-2773128 | Contract Administrator | $6,131 |
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 | $60,613 | $101,539-40.3% | $147,041-58.8% | $74,400-18.5% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 25.27% | 8740.84%-8715.6pp | 419.21%-393.9pp | 1367.51%-1342.2pp |
| Employer contribution / active EE | $5,793 | $3,811+52.0% | $4,935+17.4% | $2,624+120.7% |
| Participant deferral / active EE | $10,589 | $7,304+45.0% | $8,071+31.2% | $4,348+143.5% |
| Admin fee / account holder | $284 | $1,749-83.8% | $13,006-97.8% | $1,944-85.4% |