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 | $107,712 |
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 | $79,631 | $185,342-57.0% | $111,308-28.5% | $86,821-8.3% |
| Participation rate | 86.9% | 81.0%+6.0pp | 77.3%+9.6pp | 72.3%+14.6pp |
| Annual return | 16.72% | 500.80%-484.1pp | 54.67%-37.9pp | 97.94%-81.2pp |
| Employer contribution / active EE | $2,158 | $2,246-3.9% | $2,732-21.0% | $2,406-10.3% |
| Participant deferral / active EE | $8,388 | $4,458+88.1% | $4,487+86.9% | $4,132+103.0% |
| Admin fee / account holder | $109 | $255-57.2% | $7,965-98.6% | $170-35.5% |