Filed January 22, 2020
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 | $53,419 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $20,501 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,053 | $65,125-17.0% | $143,797-62.4% | $66,949-19.3% |
| Participation rate | 98.6% | 65.2%+33.4pp | 80.3%+18.3pp | 69.8%+28.7pp |
| Annual return | -15.64% | -11.13%-4.5pp | -0.04%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,800 | $2,362-23.8% | $4,952-63.7% | $2,545-29.3% |
| Participant deferral / active EE | $4,294 | $2,920+47.0% | $5,638-23.8% | $4,239+1.3% |
| Admin fee / account holder | $225 | $503-55.2% | $14,679-98.5% | $594-62.0% |