Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NOSURIS, INC.6+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $14,021 |
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320# · WHITE PLAINS, NY 10604 | Recordkeeping | $13,662 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,560 | $104,497-70.8% | $159,487-80.8% | $79,389-61.5% |
| Participation rate | 24.3% | 76.6%-52.3pp | 82.8%-58.5pp | 70.7%-46.4pp |
| Annual return | 12.55% | 67.98%-55.4pp | 263.71%-251.2pp | 116.89%-104.3pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $442 | $6,468-93.2% | $7,354-94.0% | $4,046-89.1% |
| Admin fee / account holder | $493 | $711-30.7% | $10,804-95.4% | $626-21.3% |