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 |
|---|---|---|
STEWART ARCHIBALD & BARNEY, LLP2+ years Filed as: STEWART ARCHIBALD & BARN Service code 10 · EIN 88-0382649 | Accounting | $10,500 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $7,122 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,919 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 49 · EIN 13-2808480 | Other Services | $0 |
THE RETIREMENT ADVANTAGE INC2+ years Service code 13 · EIN 39-1816008 | Contract Administrator | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,384 | $66,764-77.0% | $88,497-82.6% | $62,881-75.5% |
| Participation rate | 34.4% | 77.3%-42.8pp | 82.4%-48.0pp | 69.3%-34.9pp |
| Annual return | 4.62% | 10.37%-5.8pp | 7.63%-3.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,326 | $3,077-56.9% | $4,036-67.2% | $2,281-41.9% |
| Participant deferral / active EE | $43 | $3,976-98.9% | $4,899-99.1% | $3,203-98.7% |
| Admin fee / account holder | $166 | $4,668-96.4% | $6,220-97.3% | $4,296-96.1% |