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 | $7,690 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,793 | $50,637-82.6% | $86,582-89.8% | $62,293-85.9% |
| Participation rate | 71.4% | 67.9%+3.5pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 38.87% | 20.80%+18.1pp | 965.08%-926.2pp | 28.90%+10.0pp |
| Employer contribution / active EE | $610 | $2,075-70.6% | $2,839-78.5% | $2,042-70.1% |
| Participant deferral / active EE | $2,077 | $2,611-20.5% | $3,609-42.4% | $3,169-34.5% |
| Admin fee / account holder | $55 | $413-86.8% | $4,904-98.9% | $479-88.6% |