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 06-1050034 | Contract Administrator | $74,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,096,356 | $106,236+15051.5% | $112,258+14238.7% | $64,814+24734.5% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.1%-75.1pp | 71.5%-71.5pp |
| Annual return | -17.58% | -6.02%-11.6pp | 27.47%-45.1pp | 32.84%-50.4pp |
| Employer contribution / active EE | $2,717 | $3,166-14.2% | $3,636-25.3% | $2,507+8.4% |
| Participant deferral / active EE | $2,910 | $3,785-23.1% | $4,728-38.5% | $4,310-32.5% |
| Admin fee / account holder | $75,061 | $452+16520.9% | $6,411+1070.8% | $188+39867.0% |