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 |
|---|---|---|
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $42,658 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,552 |
Service code 10 · EIN 16-1117932 201 WEST THIRD STREET, SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $12,319 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,829 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,090 | $117,746+30.9% | $256,809-40.0% | $69,733+121.0% |
| Participation rate | 94.4% | 77.1%+17.3pp | 88.5%+5.8pp | 62.5%+31.9pp |
| Annual return | 14.54% | 18.13%-3.6pp | 32.73%-18.2pp | 15.22%-0.7pp |
| Employer contribution / active EE | $8,744 | $4,123+112.1% | $7,263+20.4% | $2,250+288.6% |
| Participant deferral / active EE | $0 | $5,632-100.0% | $9,520-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,998 | $4,334-53.9% | $25,146-92.1% | $3,102-35.6% |