Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MSJC LLP3 years Filed as: MSJC, LP DBA CFO4LIFE, L.P. Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $36,642 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,242 |
INWEST RETIREMENT SOLUTIONS9+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $15,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,913 | $55,482-51.5% | $76,051-64.6% | $77,692-65.4% |
| Participation rate | 45.7% | 63.7%-17.9pp | 69.1%-23.3pp | 70.6%-24.8pp |
| Annual return | 11.44% | 17.09%-5.7pp | 360.42%-349.0pp | 31.25%-19.8pp |
| Employer contribution / active EE | $283 | $1,792-84.2% | $2,690-89.5% | $2,726-89.6% |
| Participant deferral / active EE | $1,947 | $3,455-43.7% | $4,257-54.3% | $4,648-58.1% |
| Admin fee / account holder | $294 | $407-27.9% | $6,416-95.4% | $431-31.8% |