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 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $55,673 |
PIMCO FUNDS1 year Filed as: EAST CAROLINA ANESTHESIA ASSOCIATES Service code 99 2080 B WEST ARLINGTON BLVD · GREENVILLE, NC 97834 | Other Fees | $35,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $25,739 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $10,442 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,720 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,692 | $47,977+274.5% | $154,108+16.6% | $56,289+219.2% |
| Participation rate | 95.5% | 66.2%+29.3pp | 83.0%+12.4pp | 69.9%+25.6pp |
| Annual return | -6.47% | 3.54%-10.0pp | 735.21%-741.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $13,342 | $2,169+515.2% | $5,298+151.9% | $2,111+532.0% |
| Participant deferral / active EE | $14,165 | $2,392+492.2% | $5,081+178.8% | $3,350+322.8% |
| Admin fee / account holder | $421 | $438-4.0% | $13,411-96.9% | $521-19.2% |