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 |
|---|---|---|
DYNAMIC PENSION SERVICES, INC.3+ years Filed as: DYNAMIC PENSION SERVICES INC Service code 15 · EIN 31-1585572 | Recordkeeping | $7,256 |
Filed as: HAMMERMAN, GRAF, HUGHES & CO Service code 10 · EIN 20-4370737 | Accounting | $6,250 |
BROWER INSURANCE3+ years Service code 26 · EIN 26-3237576 | Advisory (Participants) | $4,515 |
TWG BENEFITS, INC.3+ years Filed as: TWG BENEFITS Service code 15 · EIN 36-4028918 | Recordkeeping | $3,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $38,310 | $36,767+4.2% | $81,473-53.0% | $62,293-38.5% |
| Participation rate | 25.2% | 54.4%-29.3pp | 68.0%-42.8pp | 69.5%-44.3pp |
| Annual return | 8.96% | 173.80%-164.8pp | 38.78%-29.8pp | 28.90%-19.9pp |
| Employer contribution / active EE | $153 | $1,128-86.5% | $2,568-94.1% | $2,042-92.5% |
| Participant deferral / active EE | $860 | $2,111-59.3% | $3,537-75.7% | $3,169-72.9% |
| Admin fee / account holder | $554 | $797-30.5% | $4,561-87.9% | $479+15.5% |