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 14 · EIN 04-2647786 | Plan Administrator | $18,913 |
PRIVATE ADVISOR GROUP LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $16,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,282 | $59,467-2.0% | $93,727-37.8% | $74,478-21.7% |
| Participation rate | 35.5% | 59.6%-24.1pp | 68.7%-33.2pp | 67.2%-31.7pp |
| Annual return | 5.69% | 82.14%-76.4pp | 133.83%-128.1pp | 1370.56%-1364.9pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,474 | $3,052-51.7% | $4,417-66.6% | $4,350-66.1% |
| Admin fee / account holder | $417 | $3,028-86.2% | $8,292-95.0% | $1,946-78.6% |