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 |
|---|---|---|
HEALTHSCOPE BENEFITS5 years Service code 14 · EIN 71-0847266 | Plan Administrator | $30,000 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 26 · EIN 39-2018056 | Advisory (Participants) | $28,993 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $11,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $10,120 |
CAVANAGH & O'HARA9 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 | Legal | $6,860 |
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 | $115,998 | $83,843+38.4% | $123,973-6.4% | $65,306+77.6% |
| Participation rate | 100.0% | 56.0%+44.0pp | 76.7%+23.3pp | 57.7%+42.3pp |
| Annual return | 12.63% | 19.87%-7.2pp | 388.13%-375.5pp | 21.94%-9.3pp |
| Employer contribution / active EE | $5,856 | $2,873+103.8% | $4,126+41.9% | $1,967+197.7% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $772 | $4,735-83.7% | $11,799-93.5% | $3,480-77.8% |