Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEHIGH HANSON, INC.2+ years Service code 14 · EIN 59-2503701 | Plan Administrator | $155,230 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,887 |
JOY KONG1 year Service code 70 48030 LEONTINE CT · FREMONT, CA 94539 | Consulting Fees | $8,416 |
Service code 60 | Sub-TA Fees | $0 |
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 | $73,511 | $78,852-6.8% | $76,768-4.2% | $75,289-2.4% |
| Participation rate | 85.8% | 85.0%+0.8pp | 77.0%+8.8pp | 72.4%+13.4pp |
| Annual return | -5.02% | -1.29%-3.7pp | 2.43%-7.4pp | -0.04%-5.0pp |
| Employer contribution / active EE | $3,441 | $2,794+23.1% | $2,485+38.5% | $2,405+43.1% |
| Participant deferral / active EE | $3,988 | $4,800-16.9% | $3,852+3.6% | $3,739+6.7% |
| Admin fee / account holder | $75 | $79-4.9% | $6,676-98.9% | $102-26.6% |