Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $23,845 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,857 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,490 | $84,458-65.1% | $102,184-71.1% | $64,340-54.2% |
| Participation rate | 93.1% | 74.2%+18.9pp | 82.6%+10.5pp | 55.2%+37.9pp |
| Annual return | 23.35% | 45.73%-22.4pp | 31.58%-8.2pp | 24.14%-0.8pp |
| Employer contribution / active EE | $1,620 | $2,412-32.8% | $3,594-54.9% | $1,862-13.0% |
| Participant deferral / active EE | $6,771 | $6,208+9.1% | $8,309-18.5% | $2,980+127.2% |
| Admin fee / account holder | $231 | $2,926-92.1% | $11,609-98.0% | $3,703-93.8% |