Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,827 |
Participant 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 | $16,179 | $89,367-81.9% | $141,191-88.5% | $72,975-77.8% |
| Participation rate | 74.7% | 75.1%-0.4pp | 82.5%-7.7pp | 69.5%+5.2pp |
| Annual return | 36.05% | 111.87%-75.8pp | 71.41%-35.4pp | 81.01%-45.0pp |
| Employer contribution / active EE | $3,230 | $3,115+3.7% | $4,736-31.8% | $2,440+32.4% |
| Participant deferral / active EE | $2,280 | $5,419-57.9% | $6,710-66.0% | $3,608-36.8% |
| Admin fee / account holder | $116 | $5,957-98.0% | $10,264-98.9% | $5,124-97.7% |