Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,301 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,288 | $58,888-92.7% | $178,499-97.6% | $73,493-94.2% |
| Participation rate | 70.1% | 66.2%+3.9pp | 81.9%-11.8pp | 70.7%-0.6pp |
| Annual return | 26.30% | 24.86%+1.4pp | 151.10%-124.8pp | 28.51%-2.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,446 | $2,568-43.7% | $5,202-72.2% | $3,740-61.3% |
| Admin fee / account holder | $65 | $400-83.9% | $13,986-99.5% | $513-87.4% |