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 |
|---|---|---|
MOWAT, MACKIE & ANDERSON, LLP5+ years Service code 10 · EIN 94-6357165 | Accounting | $14,500 |
Service code 13 · EIN 59-3092339 | Contract Administrator | $9,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,563 | $88,122-64.2% | $141,191-77.6% | $67,579-53.3% |
| Participation rate | 27.6% | 76.5%-48.9pp | 82.5%-54.9pp | 71.3%-43.7pp |
| Annual return | 12.72% | 75.40%-62.7pp | 71.41%-58.7pp | 378.56%-365.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,317 | $5,958-77.9% | $6,710-80.4% | $3,539-62.8% |
| Admin fee / account holder | $309 | $131+136.0% | $10,264-97.0% | $142+117.1% |