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 |
|---|---|---|
Filed as: OXFORD FINANCIAL PARTNERS Service code 27 8044 MONTGOMERY ROAD · CINCINNATTI, OH 45236 | Advisory (Plan) | $16,270 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,285 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 50 · EIN 04-1590850 | Direct Payment | $2,854 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,421 | $86,332+2.4% | $125,180-29.4% | $65,185+35.6% |
| Participation rate | 63.2% | 75.3%-12.1pp | 79.8%-16.6pp | 70.2%-7.0pp |
| Annual return | 20.78% | 27.43%-6.7pp | 43.79%-23.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $735 | $2,040-64.0% | $3,866-81.0% | $2,177-66.2% |
| Participant deferral / active EE | $3,112 | $3,537-12.0% | $4,937-37.0% | $3,514-11.4% |
| Admin fee / account holder | $330 | $609-45.9% | $9,703-96.6% | $847-61.1% |