Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,190 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,439 | $77,788+65.1% | $119,126+7.8% | $64,728+98.4% |
| Participation rate | 97.3% | 69.4%+27.9pp | 75.8%+21.5pp | 57.9%+39.4pp |
| Annual return | 159.97% | 13.19%+146.8pp | 282.11%-122.1pp | 49.38%+110.6pp |
| Employer contribution / active EE | $6,490 | $4,031+61.0% | $4,034+60.9% | $2,243+189.4% |
| Participant deferral / active EE | $9,254 | $2,599+256.0% | $5,318+74.0% | $2,729+239.1% |
| Admin fee / account holder | $84 | $1,365-93.9% | $10,693-99.2% | $1,145-92.7% |