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 42-0127290 | Contract Administrator | $25,144 |
Service code 49 · EIN 51-0120742 | Other Services | $5,071 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,334 | $65,083-82.6% | $143,788-92.1% | $66,930-83.1% |
| Participation rate | 77.2% | 65.2%+12.0pp | 80.3%-3.1pp | 69.8%+7.4pp |
| Annual return | -19.86% | -11.13%-8.7pp | -0.03%-19.8pp | 1.57%-21.4pp |
| Employer contribution / active EE | $1,730 | $2,361-26.8% | $4,952-65.1% | $2,545-32.0% |
| Participant deferral / active EE | $2,845 | $2,920-2.6% | $5,638-49.5% | $4,238-32.9% |
| Admin fee / account holder | $155 | $502-69.1% | $14,675-98.9% | $593-73.8% |