Filed February 12, 2019 (most recent of 2 filings on file)
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 | $58,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,349 | $62,146+103.3% | $81,438+55.1% | $74,546+69.5% |
| Participation rate | 67.5% | 64.1%+3.4pp | 69.5%-2.0pp | 67.2%+0.3pp |
| Annual return | 16.61% | 16.49%+0.1pp | 24.74%-8.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $2,459 | $1,883+30.6% | $2,4600% | $2,624-6.3% |
| Participant deferral / active EE | $5,421 | $3,229+67.9% | $3,883+39.6% | $4,347+24.7% |
| Admin fee / account holder | $315 | $1,922-83.6% | $5,764-94.5% | $1,944-83.8% |