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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Contract Administrator | $23,675 |
WEBSTER ROGERS2+ years Filed as: WEBSTERROGERS LLP Service code 10 P.O. BOX 1999 · BLUFFTON, SC 29910 | Accounting | $16,200 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,560 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. COMP Service code 55 | Other Commissions | $11,097 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 P.O. BOX 8089 · BOSTON, MA 022668089 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $69,831 | $75,183-7.1% | $123,894-43.6% | $55,167+26.6% |
| Participation rate | 47.3% | 72.8%-25.6pp | 81.4%-34.2pp | 69.0%-21.7pp |
| Annual return | 6.53% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $928 | $2,823-67.1% | $4,617-79.9% | $1,963-52.7% |
| Participant deferral / active EE | $1,681 | $5,084-66.9% | $5,984-71.9% | $3,054-45.0% |
| Admin fee / account holder | $422 | $663-36.3% | $8,357-95.0% | $504-16.3% |