Filed April 11, 2018
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 27 · EIN 47-1411118 | Advisory (Plan) | $77,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,945 | $89,739+197.5% | $149,721+78.3% | $62,293+328.5% |
| Participation rate | 92.9% | 85.1%+7.8pp | 87.1%+5.9pp | 69.5%+23.4pp |
| Annual return | 21.90% | 21.01%+0.9pp | 1501.67%-1479.8pp | 28.90%-7.0pp |
| Employer contribution / active EE | $9,254 | $3,233+186.2% | $5,444+70.0% | $2,042+353.1% |
| Participant deferral / active EE | $11,227 | $4,797+134.0% | $6,568+70.9% | $3,169+254.3% |
| Admin fee / account holder | $459 | $551-16.7% | $11,282-95.9% | $479-4.2% |