Filed October 9, 2023
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 | $88,016 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,634 | $95,438-16.6% | $135,982-41.4% | $74,473+6.9% |
| Participation rate | 94.4% | 78.2%+16.2pp | 81.9%+12.5pp | 70.7%+23.6pp |
| Annual return | 21.02% | 32.61%-11.6pp | 68.32%-47.3pp | 34.36%-13.3pp |
| Employer contribution / active EE | $8,061 | $3,878+107.9% | $4,859+65.9% | $2,638+205.5% |
| Participant deferral / active EE | $4,903 | $7,790-37.1% | $7,760-36.8% | $4,530+8.2% |
| Admin fee / account holder | $141 | $259-45.5% | $10,767-98.7% | $347-59.4% |