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 |
|---|---|---|
WESTMINSTER CONSULTING, LLC2+ years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $101,474 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $100,220 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,783 | $37,213+36.5% | $156,551-67.6% | $63,975-20.6% |
| Participation rate | 48.5% | 65.0%-16.5pp | 84.0%-35.6pp | 71.1%-22.7pp |
| Annual return | 7.65% | 47.89%-40.2pp | 32.23%-24.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $376 | $1,357-72.3% | $5,501-93.2% | $2,182-82.7% |
| Participant deferral / active EE | $2,711 | $2,070+31.0% | $4,871-44.3% | $3,356-19.2% |
| Admin fee / account holder | $91 | $56+61.7% | $13,028-99.3% | $70+29.3% |