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 | $4,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,536 | $42,548-63.5% | $74,551-79.2% | $56,289-72.4% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.1%-12.0pp | 69.9%-12.7pp |
| Annual return | -8.12% | 12.40%-20.5pp | 32.53%-40.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $760 | $855-11.1% | $1,961-61.2% | $2,111-64.0% |
| Participant deferral / active EE | $2,036 | $2,277-10.6% | $3,108-34.5% | $3,350-39.2% |
| Admin fee / account holder | $43 | $467-90.7% | $5,059-99.1% | $521-91.7% |