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 |
|---|---|---|
AEGIS FIDUCIARY SERVICES1 year Service code 21 · EIN 82-1593389 | Bank Trustee | $169,277 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $122,289 |
MORRISON COHEN LLP1 year Service code 29 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $22,423 |
TMI TRUST COMPANY1 year Service code 27 · EIN 75-2707772 | Advisory (Plan) | $21,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,187,854 | $50,458+2254.1% | $160,009+642.4% | $64,819+1732.6% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.0%-78.0pp | 71.5%-71.5pp |
| Annual return | 0.04% | -13.42%+13.5pp | 408.85%-408.8pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,225-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,004-100.0% | $6,183-100.0% | $4,311-100.0% |
| Admin fee / account holder | $336,033 | $706+47496.1% | $8,715+3755.9% | $188+178805.6% |