Filed December 18, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $49,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,169 | $76,696+46.3% | $96,538+16.2% | $71,529+56.8% |
| Participation rate | 85.8% | 66.6%+19.3pp | 74.3%+11.5pp | 67.9%+17.9pp |
| Annual return | 17.85% | 48.32%-30.5pp | 35.74%-17.9pp | 28.97%-11.1pp |
| Employer contribution / active EE | $2,668 | $3,032-12.0% | $3,740-28.7% | $2,590+3.0% |
| Participant deferral / active EE | $9,764 | $3,770+159.0% | $4,880+100.1% | $4,291+127.5% |
| Admin fee / account holder | $612 | $2,030-69.8% | $6,737-90.9% | $1,588-61.5% |