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 | $41,639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,519 | $84,236-0.9% | $170,435-51.0% | $70,126+19.1% |
| Participation rate | 92.6% | 70.8%+21.7pp | 83.6%+9.0pp | 69.5%+23.0pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,173 | $3,387-35.9% | $5,432-60.0% | $2,343-7.3% |
| Participant deferral / active EE | $3,664 | $3,086+18.7% | $4,939-25.8% | $3,332+10.0% |
| Admin fee / account holder | $386 | $5,698-93.2% | $13,881-97.2% | $4,645-91.7% |