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 | $61,840 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,464 | $91,517-40.5% | $101,271-46.2% | $73,412-25.8% |
| Participation rate | 52.6% | 73.8%-21.1pp | 75.8%-23.2pp | 72.2%-19.5pp |
| Annual return | 20.48% | 17.17%+3.3pp | 46.48%-26.0pp | 59.30%-38.8pp |
| Employer contribution / active EE | $613 | $2,877-78.7% | $3,660-83.3% | $2,234-72.6% |
| Participant deferral / active EE | $2,302 | $3,338-31.1% | $4,371-47.3% | $3,806-39.5% |
| Admin fee / account holder | $312 | $216+44.7% | $5,948-94.7% | $158+97.8% |