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 15 · EIN 13-3689044 | Recordkeeping | $25,937 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $25,731 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 15 10 WATERSIDE DRIVE SUITE 200 · FARMINGTON, CT 06032 | Recordkeeping | $15,471 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,298 | $50,902-20.8% | $155,534-74.1% | $77,736-48.2% |
| Participation rate | 37.3% | 63.1%-25.8pp | 78.2%-40.9pp | 70.6%-33.3pp |
| Annual return | 13.26% | 34.85%-21.6pp | 64.92%-51.7pp | 31.26%-18.0pp |
| Employer contribution / active EE | $314 | $1,991-84.2% | $4,675-93.3% | $2,728-88.5% |
| Participant deferral / active EE | $2,537 | $2,824-10.2% | $5,630-54.9% | $4,651-45.4% |
| Admin fee / account holder | $183 | $437-58.2% | $15,900-98.9% | $433-57.8% |