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 | $41,234 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,663 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,415 | $58,258-16.9% | $81,820-40.8% | $80,925-40.2% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 14.23% | 41.76%-27.5pp | 777.93%-763.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $4,031 | $2,345+71.9% | $2,915+38.3% | $2,756+46.3% |
| Participant deferral / active EE | $6,507 | $3,284+98.2% | $4,323+50.5% | $4,299+51.4% |
| Admin fee / account holder | $430 | $4,976-91.4% | $7,391-94.2% | $6,940-93.8% |