Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN CAPITAL ADVISORY GROUP LLC Service code 49 · EIN 38-3567911 4086 LEGACY PKWY · LANSING, MI 48911 | Other Services | $60,453 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,191 |
Filed as: ROYAL ALLIANCE Service code 49 | Other Services | $14,102 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL Service code 49 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Other Services | $12,257 |
Filed as: ROYAL ALLIANCE ASSOC, INC Service code 49 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Services | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,771 | $56,443-26.0% | $83,831-50.2% | $55,725-25.0% |
| Participation rate | 59.9% | 72.0%-12.1pp | 76.1%-16.2pp | 70.9%-10.9pp |
| Annual return | -7.55% | 393.67%-401.2pp | 850.99%-858.5pp | 244.93%-252.5pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,359 | $2,965+13.3% | $4,082-17.7% | $3,356+0.1% |
| Admin fee / account holder | $571 | $156+265.6% | $5,479-89.6% | $115+395.8% |