Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $0 |
MEYERS BROTHERS KALICKA, PC3+ years Service code 15 · EIN 04-2713795 | Recordkeeping | $0 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 15 · EIN 47-4324398 931 JEFFERSON BLVD · WARWICK, RI 02886 | Recordkeeping | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,806 | $71,666+57.4% | $117,861-4.3% | $69,631+62.0% |
| Participation rate | 26.0% | 77.5%-51.5pp | 79.7%-53.6pp | 70.7%-44.7pp |
| Annual return | 13.61% | 18.86%-5.2pp | 335.11%-321.5pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $498 | $1,889-73.6% | $3,786-86.8% | $2,032-75.5% |
| Participant deferral / active EE | $987 | $3,340-70.4% | $4,482-78.0% | $3,224-69.4% |
| Admin fee / account holder | $57 | $120-52.7% | $8,021-99.3% | $110-48.4% |