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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS & JURASEK, P.C. Service code 15 · EIN 38-1964450 | Recordkeeping | $8,800 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,553 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $139 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SIGNATOR INVESTORS Service code 49 120 WEST DR NORTH · MARSHALL, MI 49068 | Other Services | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,977 | $63,924-23.4% | $108,582-54.9% | $55,167-11.2% |
| Participation rate | 52.9% | 74.3%-21.4pp | 79.6%-26.7pp | 69.0%-16.1pp |
| Annual return | 7.28% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $241 | $1,879-87.2% | $3,758-93.6% | $1,963-87.7% |
| Participant deferral / active EE | $1,464 | $3,067-52.3% | $4,311-66.0% | $3,054-52.1% |
| Admin fee / account holder | $133 | $618-78.5% | $7,645-98.3% | $504-73.7% |