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 | $14,541 |
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 | $216,068 | $61,338+252.3% | $149,717+44.3% | $71,495+202.2% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.7pp |
| Annual return | 17.09% | 35.86%-18.8pp | 134.41%-117.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $7,732 | $2,381+224.7% | $4,820+60.4% | $2,589+198.6% |
| Participant deferral / active EE | $5,454 | $2,919+86.8% | $5,682-4.0% | $4,291+27.1% |
| Admin fee / account holder | $104 | $1,263-91.8% | $13,213-99.2% | $1,588-93.5% |