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 06-1050034 | Contract Administrator | $89,519 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,521 | $104,336-15.2% | $159,474-44.5% | $86,821+2.0% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 19.87% | 26.32%-6.5pp | 263.68%-243.8pp | 97.94%-78.1pp |
| Employer contribution / active EE | $5,364 | $3,451+55.4% | $4,831+11.0% | $2,406+122.9% |
| Participant deferral / active EE | $11,452 | $6,837+67.5% | $7,353+55.7% | $4,132+177.2% |
| Admin fee / account holder | $133 | $172-22.7% | $10,802-98.8% | $170-21.5% |