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 |
|---|---|---|
MURRAY FINANCIAL GROUP2 years Filed as: MURRAY WEALTH MANAGEMENT Service code 27 PO BOX 1728 · LANCASTER, PA 17608 | Advisory (Plan) | $29,128 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $19,865 |
EFFICIENT ADVISORS8 years Service code 28 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,752 | $55,470+18.5% | $155,556-57.7% | $74,478-11.7% |
| Participation rate | 43.5% | 61.9%-18.4pp | 78.2%-34.8pp | 67.2%-23.8pp |
| Annual return | 41.50% | 269.80%-228.3pp | 64.84%-23.3pp | 1370.56%-1329.1pp |
| Employer contribution / active EE | $626 | $2,267-72.4% | $4,675-86.6% | $2,626-76.2% |
| Participant deferral / active EE | $1,954 | $2,838-31.2% | $5,631-65.3% | $4,350-55.1% |
| Admin fee / account holder | $452 | $1,744-74.1% | $15,885-97.2% | $1,946-76.8% |