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 | $31,473 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,120 | $101,539+0.6% | $147,041-30.5% | $74,400+37.3% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 12.55% | 8740.84%-8728.3pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $6,235 | $3,811+63.6% | $4,935+26.3% | $2,624+137.6% |
| Participant deferral / active EE | $8,960 | $7,304+22.7% | $8,071+11.0% | $4,348+106.0% |
| Admin fee / account holder | $384 | $1,749-78.0% | $13,006-97.0% | $1,944-80.2% |