Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,812 | $65,960-35.1% | $81,882-47.7% | $77,762-44.9% |
| Participation rate | 59.3% | 65.8%-6.5pp | 72.4%-13.1pp | 70.6%-11.3pp |
| Annual return | 20.66% | 26.64%-6.0pp | 779.47%-758.8pp | 31.27%-10.6pp |
| Employer contribution / active EE | $4,363 | $2,375+83.7% | $2,916+49.6% | $2,728+59.9% |
| Participant deferral / active EE | $3,353 | $3,505-4.3% | $4,323-22.4% | $4,651-27.9% |
| Admin fee / account holder | $105 | $526-80.1% | $7,360-98.6% | $433-75.9% |