Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 9450 SW GEMINI DR. PMB65198 · BEAVERTOWN, OR 97008 | Recordkeeping fees; Participant commu... | $39,728 |
Filed as: FOCUS PARTNERS WEALTH Service code 26 · EIN 90-0751149 190 CARONDELET PLAZA #600 · ST. LOUIS, MO 63105 | Advisory (Participants) | $37,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,148 | $53,216-56.5% | $155,534-85.1% | $199,960-88.4% |
| Participation rate | 15.4% | 64.1%-48.7pp | 78.2%-62.9pp | 72.0%-56.6pp |
| Annual return | 10.59% | 41.18%-30.6pp | 64.92%-54.3pp | 34.28%-23.7pp |
| Employer contribution / active EE | $450 | $1,848-75.7% | $4,675-90.4% | $3,036-85.2% |
| Participant deferral / active EE | $850 | $3,164-73.1% | $5,630-84.9% | $5,087-83.3% |
| Admin fee / account holder | $336 | $186+81.0% | $15,900-97.9% | $269+24.9% |