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 13 · EIN 42-0127290 | Contract Administrator | $65,227 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,557 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $10,625 |
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 | $173,472 | $102,661+69.0% | $151,645+14.4% | $66,949+159.1% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | -16.29% | -10.81%-5.5pp | 3.34%-19.6pp | 1.57%-17.9pp |
| Employer contribution / active EE | $4,631 | $4,184+10.7% | $6,165-24.9% | $2,545+81.9% |
| Participant deferral / active EE | $8,262 | $6,645+24.3% | $8,363-1.2% | $4,239+94.9% |
| Admin fee / account holder | $350 | $630-44.5% | $11,614-97.0% | $594-41.0% |