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 15 · EIN 01-0233346 | Recordkeeping | $40,290 |
Filed as: WEALTH ENHANCEMENT ADVISOR Service code 26 · EIN 41-2016508 | Advisory (Participants) | $19,136 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,383 | $76,642-46.0% | $146,866-71.8% | $65,306-36.6% |
| Participation rate | 70.7% | 61.2%+9.5pp | 82.5%-11.8pp | 57.7%+13.1pp |
| Annual return | 6.50% | 33.40%-26.9pp | 102.85%-96.4pp | 21.94%-15.4pp |
| Employer contribution / active EE | $496 | $2,621-81.1% | $4,425-88.8% | $1,967-74.8% |
| Participant deferral / active EE | $2,088 | $4,864-57.1% | $7,759-73.1% | $2,959-29.4% |
| Admin fee / account holder | $404 | $3,960-89.8% | $13,620-97.0% | $3,480-88.4% |