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 |
|---|---|---|
GAIL MILLS3+ years Filed as: GAIL WAKEFIELD KEY CONSULTING Service code 15 3 GARDNER STREET · SALEM, MA 01970 | Recordkeeping | $22,541 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC Service code 15 · EIN 16-1503696 | Recordkeeping | $11,146 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,751 | $44,989-51.7% | $170,439-87.2% | $77,958-72.1% |
| Participation rate | 9.7% | 64.6%-54.9pp | 83.6%-73.9pp | 71.6%-61.9pp |
| Annual return | 12.91% | 19.61%-6.7pp | 205.94%-193.0pp | 20.87%-8.0pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $250 | $2,208-88.7% | $4,939-94.9% | $3,537-92.9% |
| Admin fee / account holder | $228 | $69+230.1% | $13,881-98.4% | $97+133.7% |