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 41-0417830 | Contract Administrator | $7,829 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,212 | $65,125+161.4% | $143,797+18.4% | $66,949+154.2% |
| Participation rate | 95.3% | 65.2%+30.1pp | 80.3%+15.0pp | 69.8%+25.5pp |
| Annual return | -17.87% | -11.13%-6.7pp | -0.04%-17.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $7,716 | $2,362+226.6% | $4,952+55.8% | $2,545+203.1% |
| Participant deferral / active EE | $4,717 | $2,920+61.5% | $5,638-16.3% | $4,239+11.3% |
| Admin fee / account holder | $31 | $503-93.9% | $14,679-99.8% | $594-94.8% |