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 | $31,823 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $30,930 |
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 | $124,561 | $88,360+41.0% | $145,433-14.4% | $67,986+83.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 16.31% | 63.15%-46.8pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $7,836 | $3,054+156.6% | $4,554+72.0% | $2,019+288.1% |
| Participant deferral / active EE | $10,269 | $5,932+73.1% | $7,897+30.0% | $3,358+205.8% |
| Admin fee / account holder | $424 | $3,313-87.2% | $13,129-96.8% | $3,203-86.8% |