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 |
|---|---|---|
JFS WEALTH ADVISORS4+ years Service code 26 1479 NORTH HERMITAGE ROAD · HERMITAGE, PA 16148 | Advisory (Participants) | $26,902 |
Service code 12 · EIN 23-3038464 | Claims processing; Contract Administr... | $21,654 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,785 | $47,977-33.7% | $154,114-79.4% | $56,287-43.5% |
| Participation rate | 69.5% | 66.2%+3.3pp | 83.0%-13.5pp | 69.9%-0.4pp |
| Annual return | -9.59% | 3.54%-13.1pp | 735.16%-744.8pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,020 | $2,169-53.0% | $5,298-80.8% | $2,111-51.7% |
| Participant deferral / active EE | $1,436 | $2,392-40.0% | $5,081-71.7% | $3,350-57.1% |
| Admin fee / account holder | $476 | $438+8.7% | $13,411-96.4% | $521-8.6% |