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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,793 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,681 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES Service code 13 · EIN 84-1477138 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $14,422 |
Filed as: ADVISED ASSESTS GROUP Service code 28 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,409 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,019 | $39,243+50.4% | $80,784-26.9% | $79,389-25.7% |
| Participation rate | 41.4% | 41.0%+0.3pp | 54.2%-12.8pp | 70.7%-29.4pp |
| Annual return | 16.39% | 98.95%-82.6pp | 87.31%-70.9pp | 116.89%-100.5pp |
| Employer contribution / active EE | $142 | $593-76.0% | $1,160-87.7% | $2,428-94.1% |
| Participant deferral / active EE | $1,841 | $1,262+45.8% | $2,145-14.2% | $4,046-54.5% |
| Admin fee / account holder | $328 | $647-49.3% | $3,380-90.3% | $626-47.7% |