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 13 · EIN 42-0127290 | Contract Administrator | $28,398 |
WBL2 years Service code 10 · EIN 58-1460137 | Accounting | $22,639 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 49 · EIN 86-2963468 | Other Services | $6,798 |
EGPS2 years Service code 10 · EIN 13-3180178 | Accounting | $6,637 |
Service code 26 · EIN 82-1434504 | Advisory (Participants) | $5,028 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,927 | $45,343+157.9% | $150,298-22.2% | $67,986+72.0% |
| Participation rate | 74.8% | 51.9%+22.9pp | 77.8%-3.0pp | 57.2%+17.6pp |
| Annual return | 18.58% | 33.28%-14.7pp | 62.79%-44.2pp | 31.67%-13.1pp |
| Employer contribution / active EE | $2,569 | $1,462+75.7% | $4,154-38.2% | $2,019+27.3% |
| Participant deferral / active EE | $13,117 | $2,055+538.4% | $5,453+140.6% | $3,358+290.6% |
| Admin fee / account holder | $453 | $2,250-79.9% | $14,116-96.8% | $3,203-85.9% |