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 | $38,968 |
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 | $247,114 | $76,696+222.2% | $96,515+156.0% | $71,511+245.6% |
| Participation rate | 86.9% | 66.6%+20.3pp | 74.3%+12.5pp | 67.9%+18.9pp |
| Annual return | 20.65% | 48.32%-27.7pp | 35.73%-15.1pp | 28.86%-8.2pp |
| Employer contribution / active EE | $3,896 | $3,032+28.5% | $3,740+4.2% | $2,589+50.5% |
| Participant deferral / active EE | $9,803 | $3,770+160.0% | $4,880+100.9% | $4,291+128.5% |
| Admin fee / account holder | $287 | $2,030-85.9% | $6,735-95.7% | $1,588-82.0% |