Filed March 16, 2022
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,400 |
Filed as: PROCYON ADVISORS LLC Service code 27 | Advisory (Plan) | $25,890 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $11,399 |
Filed as: PROCYON PARTNERS LLC Service code 27 · EIN 82-1652002 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,519 | $65,084+34.5% | $67,681+29.3% | $64,340+36.0% |
| Participation rate | 64.9% | 66.7%-1.8pp | 73.7%-8.8pp | 55.2%+9.7pp |
| Annual return | 11.59% | 20.50%-8.9pp | 590.58%-579.0pp | 24.14%-12.6pp |
| Employer contribution / active EE | $2,232 | $2,398-6.9% | $2,678-16.7% | $1,862+19.9% |
| Participant deferral / active EE | $5,052 | $3,210+57.4% | $3,976+27.1% | $2,980+69.5% |
| Admin fee / account holder | $217 | $1,415-84.7% | $6,100-96.4% | $3,703-94.2% |