Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHAPEL HILL INVESTMENT ANALYSTS4+ years Service code 26 126 MATHEWS ST · GREENSBURG, PA 15601 | Advisory (Participants) | $52,503 |
ALERUS FINANCIAL, N.A.4+ years Filed as: ALERUS FINANCIAL NA Service code 15 ATTENTION TRUST OPERATIONS · ST PAUL, MN 55164 | Recordkeeping | $13,126 |
KEYSTONE WEALTH ADVISORS INC4+ years Filed as: KEYSTONE BENEFITS GROUP, INC. Service code 70 314 OLD ROUTE 30 · GREENSBURG, PA 15601 | Consulting Fees | $4,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,182 | $46,332-17.6% | $143,799-73.4% | $64,819-41.1% |
| Participation rate | 30.4% | 64.2%-33.9pp | 80.3%-49.9pp | 71.5%-41.1pp |
| Annual return | -1.85% | -10.05%+8.2pp | -0.04%-1.8pp | 32.84%-34.7pp |
| Employer contribution / active EE | $2,756 | $1,911+44.2% | $4,952-44.3% | $2,507+9.9% |
| Participant deferral / active EE | $2,418 | $2,647-8.7% | $5,638-57.1% | $4,311-43.9% |
| Admin fee / account holder | $190 | $154+23.4% | $14,677-98.7% | $188+1.1% |