Filed June 20, 2019
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,292 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,397 |
Filed as: RETIREMENT SOLUTIONS SPECIALISTS LL Service code 13 · EIN 27-0293282 | Contract Administrator | $7,655 |
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 | $75,921 | $54,690+38.8% | $76,030-0.1% | $74,478+1.9% |
| Participation rate | 78.2% | 60.3%+17.9pp | 69.1%+9.1pp | 67.2%+11.0pp |
| Annual return | 12.49% | 31.92%-19.4pp | 361.54%-349.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $7,655 | $1,781+329.8% | $2,688+184.8% | $2,626+191.5% |
| Participant deferral / active EE | $3,951 | $3,070+28.7% | $4,257-7.2% | $4,350-9.2% |
| Admin fee / account holder | $526 | $2,240-76.5% | $6,421-91.8% | $1,946-72.9% |