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 | $111,335+38.4% | $214,702-28.2% | $65,306+135.9% |
| Participation rate | 94.4% | 77.5%+16.9pp | 87.5%+6.9pp | 57.7%+36.7pp |
| Annual return | 14.54% | 22.64%-8.1pp | 54.55%-40.0pp | 21.94%-7.4pp |
| Employer contribution / active EE | $8,744 | $3,806+129.7% | $6,461+35.3% | $1,967+344.5% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $1,998 | $5,028-60.3% | $19,830-89.9% | $3,480-42.6% |