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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $8,877 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $906 |
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.)
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 | $136,076 | $65,083+109.1% | $143,788-5.4% | $66,930+103.3% |
| Participation rate | 69.5% | 65.2%+4.3pp | 80.3%-10.8pp | 69.8%-0.3pp |
| Annual return | -16.23% | -11.13%-5.1pp | -0.03%-16.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $2,552 | $2,361+8.1% | $4,952-48.5% | $2,545+0.3% |
| Participant deferral / active EE | $5,130 | $2,920+75.7% | $5,638-9.0% | $4,238+21.0% |
| Admin fee / account holder | $744 | $502+48.1% | $14,675-94.9% | $593+25.3% |