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 27 · EIN 59-2937883 | Advisory (Plan) | $38,713 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,089 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,965 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
Filed as: RAYMOND JARMES INSURANCE GROUP Service code 49 | Other Services | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,511 | $92,224-8.4% | $105,223-19.7% | $79,634+6.1% |
| Participation rate | 39.4% | 69.2%-29.7pp | 75.0%-35.6pp | 62.5%-23.1pp |
| Annual return | 18.55% | 88.65%-70.1pp | 180.65%-162.1pp | 36.46%-17.9pp |
| Employer contribution / active EE | $1,741 | $3,965-56.1% | $3,689-52.8% | $2,529-31.2% |
| Participant deferral / active EE | $3,643 | $3,834-5.0% | $5,072-28.2% | $3,835-5.0% |
| Admin fee / account holder | $329 | $1,121-70.6% | $8,859-96.3% | $1,002-67.2% |