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 | $52,465 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,759 | $102,393-71.9% | $147,041-80.4% | $80,911-64.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.10% | 134.95%-124.8pp | 419.21%-409.1pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,747 | $3,715-53.0% | $4,935-64.6% | $2,756-36.6% |
| Participant deferral / active EE | $9,353 | $6,647+40.7% | $8,071+15.9% | $4,297+117.7% |
| Admin fee / account holder | $202 | $7,943-97.5% | $13,006-98.4% | $6,935-97.1% |