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 |
|---|---|---|
PKS FINANCIAL SERVICES INC2 years Service code 49 | Other Services | $14,476 |
Filed as: UNITED BENEFIT PENSIONS INC Service code 49 | Other Services | $1,809 |
Service code 49 | Other Services | $30 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVEST MANAGEMENT Service code 49 · EIN 36-3429599 | Other Services | $0 |
PKS FINANCIAL SERVICES INC2 years Filed as: PKS FINANCIAL SERVICES INC. Service code 49 · EIN 14-1796925 | Other Services | $0 |
UNITED BENEFIT PENSIONS INC.6+ years Service code 49 · EIN 36-4517541 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,603 | $93,182+35.9% | $146,643-13.7% | $79,391+59.5% |
| Participation rate | 18.3% | 76.4%-58.1pp | 80.1%-61.8pp | 70.7%-52.4pp |
| Annual return | 15.19% | 21.61%-6.4pp | 22.75%-7.6pp | 116.88%-101.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,568 | $4,169-62.4% | $5,506-71.5% | $4,046-61.2% |
| Admin fee / account holder | $86 | $585-85.3% | $10,280-99.2% | $627-86.2% |