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 | $24,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,746 | $61,052-10.3% | $142,898-61.7% | $79,391-31.0% |
| Participation rate | 62.3% | 60.1%+2.1pp | 72.0%-9.7pp | 70.7%-8.5pp |
| Annual return | 14.31% | 16.02%-1.7pp | 5639.64%-5625.3pp | 116.88%-102.6pp |
| Employer contribution / active EE | $887 | $1,481-40.1% | $4,146-78.6% | $2,428-63.5% |
| Participant deferral / active EE | $4,083 | $2,879+41.8% | $3,838+6.4% | $4,046+0.9% |
| Admin fee / account holder | $114 | $659-82.6% | $6,560-98.3% | $627-81.7% |