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 20-8764829 | Advisory (Plan) | $54,047 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 17 · EIN 82-3719843 | Pension Consulting | $16,894 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $12,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,691 | $68,996+151.7% | $159,981+8.6% | $68,498+153.6% |
| Participation rate | 91.1% | 65.4%+25.7pp | 78.0%+13.2pp | 67.9%+23.2pp |
| Annual return | -20.60% | -9.65%-11.0pp | 408.70%-429.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $15,148 | $2,212+584.7% | $4,224+258.6% | $2,596+483.4% |
| Participant deferral / active EE | $16,636 | $4,211+295.1% | $6,182+169.1% | $4,027+313.1% |
| Admin fee / account holder | $683 | $4,797-85.8% | $8,700-92.2% | $5,403-87.4% |