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 |
|---|---|---|
PENSION ASSURANCE LLP5 years Filed as: PENSION BENEFITS UNLIMITED Service code 17 · EIN 33-0499726 | Pension Consulting | $15,555 |
RICH BARTOL CONSULTING4 years Service code 10 · EIN 81-2829660 | Accounting | $9,500 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,528 |
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 | $35,527 | $69,383-48.8% | $101,275-64.9% | $73,497-51.7% |
| Participation rate | 58.5% | 68.4%-9.9pp | 75.8%-17.4pp | 70.7%-12.2pp |
| Annual return | 12.14% | 18.46%-6.3pp | 46.48%-34.3pp | 28.51%-16.4pp |
| Employer contribution / active EE | $12,656 | $2,628+381.5% | $3,660+245.8% | $2,270+457.5% |
| Participant deferral / active EE | $201 | $3,301-93.9% | $4,371-95.4% | $3,740-94.6% |
| Admin fee / account holder | $561 | $704-20.3% | $5,948-90.6% | $513+9.3% |