Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $167,650 |
KELLY PRESS INC3+ years Filed as: KELLY PRESS, INC. Service code 36 · EIN 52-0975591 | Copying and duplicating | $95,394 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $67,444 |
HAGER STRATEGIC1 year Service code 16 · EIN 52-1942556 | Consulting | $52,000 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $15,900 |
Service code 13 · EIN 36-4291971 | Contract Administrator | $11,875 |
Filed as: JIM MCGRATH Service code 20 · EIN 32-0443423 | Trustee (individual) | $7,023 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,532 | $136,209-82.7% | $82,312-71.4% | $80,976-70.9% |
| Participation rate | 68.1% | 88.0%-19.9pp | 76.9%-8.7pp | 68.3%-0.1pp |
| Annual return | 15.46% | 21.54%-6.1pp | 25.88%-10.4pp | 22.91%-7.5pp |
| Employer contribution / active EE | $439 | $3,633-87.9% | $2,428-81.9% | $2,402-81.7% |
| Participant deferral / active EE | $1,850 | $6,693-72.4% | $3,706-50.1% | $3,848-51.9% |
| Admin fee / account holder | $49 | $62-20.9% | $5,608-99.1% | $67-27.1% |