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 |
|---|---|---|
MONON WLTH MNGMT3 years Service code 26 · EIN 47-1981984 | Advisory (Participants) | $10,837 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,950 | $63,471-10.3% | $68,808-17.2% | $66,938-14.9% |
| Participation rate | 36.9% | 60.0%-23.1pp | 69.0%-32.1pp | 69.8%-32.9pp |
| Annual return | -19.22% | -8.29%-10.9pp | -6.37%-12.9pp | 1.58%-20.8pp |
| Employer contribution / active EE | $373 | $1,776-79.0% | $2,656-86.0% | $2,545-85.4% |
| Participant deferral / active EE | $1,507 | $2,946-48.8% | $3,942-61.8% | $4,238-64.4% |
| Admin fee / account holder | $347 | $578-40.0% | $4,936-93.0% | $594-41.5% |