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 |
|---|---|---|
FORESTERS EQUITY SERVICES2+ years Filed as: FORESTERS EQUITY SERVICES INC Service code 27 · EIN 33-0178144 | Advisory (Plan) | $15,545 |
BERRY DUNN1+ years Service code 10 · EIN 01-0523282 | Accounting | $10,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,113 | $46,732-12.0% | $156,551-73.7% | $55,167-25.5% |
| Participation rate | 47.9% | 65.8%-17.9pp | 84.0%-36.1pp | 69.0%-21.0pp |
| Annual return | 6.67% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $347 | $2,105-83.5% | $5,501-93.7% | $1,963-82.3% |
| Participant deferral / active EE | $1,129 | $2,204-48.8% | $4,871-76.8% | $3,054-63.1% |
| Admin fee / account holder | $351 | $418-16.0% | $13,028-97.3% | $504-30.3% |