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 | $41,169 |
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.
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 | $36,663 | $93,773-60.9% | $125,381-70.8% | $78,104-53.1% |
| Participation rate | 15.3% | 75.6%-60.2pp | 82.4%-67.0pp | 74.5%-59.2pp |
| Annual return | -13.67% | 277.78%-291.5pp | 572.31%-586.0pp | 10.90%-24.6pp |
| Employer contribution / active EE | $0 | $3,678-100.0% | $4,815-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $1,752 | $6,971-74.9% | $7,448-76.5% | $5,089-65.6% |
| Admin fee / account holder | $122 | $67+82.0% | $10,007-98.8% | $79+54.4% |