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 62-1291257 | Contract Administrator | $51,061 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,359 | $64,719+47.3% | $112,249-15.0% | $68,486+39.2% |
| Participation rate | 71.1% | 67.2%+4.0pp | 75.1%-3.9pp | 67.9%+3.2pp |
| Annual return | -16.68% | -11.40%-5.3pp | 27.48%-44.2pp | -7.85%-8.8pp |
| Employer contribution / active EE | $661 | $2,747-75.9% | $3,636-81.8% | $2,597-74.5% |
| Participant deferral / active EE | $5,121 | $3,565+43.6% | $4,729+8.3% | $4,028+27.1% |
| Admin fee / account holder | $574 | $5,232-89.0% | $6,412-91.1% | $5,404-89.4% |