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 |
|---|---|---|
HR BENEFIT ADVISORS, LTD1 year Filed as: HA&W BENEFIT ADVISORS Service code 14 · EIN 58-2526504 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Plan Administrator | $6,258 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,710 | $63,905-87.9% | $74,184-89.6% | $57,658-86.6% |
| Participation rate | 34.9% | 79.8%-44.9pp | 76.6%-41.8pp | 70.2%-35.4pp |
| Annual return | 8.79% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $268 | $1,840-85.4% | $2,370-88.7% | $1,974-86.4% |
| Participant deferral / active EE | $672 | $3,448-80.5% | $3,550-81.1% | $3,061-78.1% |
| Admin fee / account holder | $49 | $91-46.1% | $5,586-99.1% | $95-48.1% |