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 35-0472300 | Contract Administrator | $37,564 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,595 | $52,639-2.0% | $185,117-72.1% | $62,293-17.2% |
| Participation rate | 68.5% | 63.9%+4.6pp | 77.3%-8.8pp | 69.5%-1.0pp |
| Annual return | 16.63% | 19.57%-2.9pp | 40.50%-23.9pp | 28.90%-12.3pp |
| Employer contribution / active EE | $704 | $1,483-52.5% | $4,182-83.2% | $2,042-65.5% |
| Participant deferral / active EE | $2,861 | $3,097-7.6% | $5,045-43.3% | $3,169-9.7% |
| Admin fee / account holder | $401 | $374+7.2% | $8,159-95.1% | $479-16.4% |