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 | $82,133-49.6% | $147,318-71.9% | $64,097-35.4% |
| Participation rate | 70.7% | 62.3%+8.5pp | 82.1%-11.3pp | 55.2%+15.6pp |
| Annual return | 6.50% | 78.78%-72.3pp | 70.43%-63.9pp | 34.64%-28.1pp |
| Employer contribution / active EE | $496 | $2,872-82.7% | $4,593-89.2% | $1,891-73.8% |
| Participant deferral / active EE | $2,088 | $5,407-61.4% | $7,906-73.6% | $3,080-32.2% |
| Admin fee / account holder | $404 | $3,730-89.2% | $13,708-97.1% | $3,454-88.3% |