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 41-0417830 | Contract Administrator | $10,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,319 | $65,322-73.5% | $70,462-75.4% | $73,493-76.4% |
| Participation rate | 36.3% | 77.0%-40.7pp | 75.1%-38.8pp | 70.7%-34.4pp |
| Annual return | 12.23% | 15.71%-3.5pp | 109.08%-96.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $677 | $2,460-72.5% | $2,737-75.3% | $2,270-70.2% |
| Participant deferral / active EE | $1,983 | $3,375-41.2% | $3,710-46.5% | $3,740-47.0% |
| Admin fee / account holder | $70 | $214-67.2% | $3,845-98.2% | $513-86.3% |