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 |
|---|---|---|
WHARTON HILL ADVISORS1+ years Service code 27 451 S. BETHLEHEM PIKE · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $28,370 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $18,685 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,422 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,344 | $27,330+18.3% | $67,704-52.2% | $55,191-41.4% |
| Participation rate | 43.4% | 47.5%-4.2pp | 67.5%-24.2pp | 69.2%-25.8pp |
| Annual return | -3.73% | 8.81%-12.5pp | 25.41%-29.1pp | 10.78%-14.5pp |
| Employer contribution / active EE | $270 | $855-68.4% | $2,559-89.5% | $1,899-85.8% |
| Participant deferral / active EE | $1,466 | $1,709-14.2% | $3,585-59.1% | $3,046-51.9% |
| Admin fee / account holder | $310 | $109+184.1% | $4,255-92.7% | $91+241.9% |