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 | $27,590 |
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 | $44,730 | $61,172-26.9% | $185,851-75.9% | $79,389-43.7% |
| Participation rate | 69.9% | 66.6%+3.3pp | 81.7%-11.8pp | 70.7%-0.8pp |
| Annual return | 34.43% | 19.45%+15.0pp | 122.11%-87.7pp | 116.89%-82.5pp |
| Employer contribution / active EE | $1,153 | $2,321-50.3% | $5,168-77.7% | $2,428-52.5% |
| Participant deferral / active EE | $3,987 | $2,788+43.0% | $5,569-28.4% | $4,046-1.4% |
| Admin fee / account holder | $113 | $710-84.1% | $16,245-99.3% | $626-82.0% |