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 | $19,731 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $18,072 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $10,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,948 | $52,293-79.1% | $178,499-93.9% | $73,412-85.1% |
| Participation rate | 23.5% | 65.3%-41.9pp | 81.9%-58.4pp | 72.2%-48.7pp |
| Annual return | 27.17% | 34.75%-7.6pp | 151.10%-123.9pp | 59.30%-32.1pp |
| Employer contribution / active EE | $548 | $1,735-68.4% | $5,011-89.1% | $2,234-75.5% |
| Participant deferral / active EE | $995 | $2,332-57.3% | $5,202-80.9% | $3,806-73.9% |
| Admin fee / account holder | $140 | $127+9.8% | $13,986-99.0% | $158-11.4% |