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: HOWARD, WETSHBALE & CO. Service code 10 23240 CHAGRIN BOULEVARD · CLEVELAND, OH 441225450 | Accounting | $10,501 |
TRINITY PENSION CONSULTANTS6+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $6,950 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,733 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.)
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 | $87,722 | $52,293+67.8% | $178,499-50.9% | $73,412+19.5% |
| Participation rate | 5.9% | 65.3%-59.5pp | 81.9%-76.0pp | 72.2%-66.3pp |
| Annual return | 14.95% | 34.75%-19.8pp | 151.10%-136.2pp | 59.30%-44.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $190 | $2,332-91.9% | $5,202-96.4% | $3,806-95.0% |
| Admin fee / account holder | $491 | $127+285.2% | $13,986-96.5% | $158+210.7% |