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 |
|---|---|---|
STEVENS & LEE2+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 | Recordkeeping | $229,003 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 20 · EIN 26-4310632 | Trustee (individual) | $109,679 |
AMERIBEN1 year Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $56,310 |
HARPER & PEARSON COMPANY, P.C.2+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 | Accounting | $41,000 |
CONNER & WINTERS2+ years Service code 29 · EIN 73-1388566 | Legal | $17,847 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,009 | $59,184-88.2% | $92,240-92.4% | $177,276-96.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 11.85% | 15.88%-4.0pp | 176.29%-164.4pp | 21.25%-9.4pp |
| Employer contribution / active EE | $1,483 | $2,985-50.3% | $3,680-59.7% | $2,479-40.2% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $76 | $98-22.4% | $5,194-98.5% | $154-50.5% |