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 41-0417830 | Contract Administrator | $15,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $152,103 | $93,131+63.3% | $106,555+42.7% | $86,821+75.2% |
| Participation rate | 30.5% | 81.4%-50.9pp | 76.1%-45.6pp | 72.3%-41.8pp |
| Annual return | 12.55% | 19.45%-6.9pp | 26.80%-14.2pp | 97.94%-85.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,565 | $4,708-45.5% | $4,399-41.7% | $4,132-37.9% |
| Admin fee / account holder | $155 | $145+7.1% | $7,408-97.9% | $170-8.3% |