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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $237,352 |
Service code 70 · EIN 36-4291971 | Consulting Fees | $26,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 70 C/O GALLAGHER RETIREMENT SERVICES · DOBBS FERRY, NY 10522 | Consulting Fees | $22,750 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,656 | $144,879-40.2% | $111,319-22.2% | $93,010-6.8% |
| Participation rate | 62.7% | 86.1%-23.4pp | 77.3%-14.6pp | 73.9%-11.2pp |
| Annual return | 13.81% | 18.11%-4.3pp | 54.68%-40.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $542 | $3,052-82.2% | $2,732-80.2% | $2,705-80.0% |
| Participant deferral / active EE | $3,856 | $5,576-30.8% | $4,488-14.1% | $4,561-15.5% |
| Admin fee / account holder | $102 | $104-1.7% | $7,966-98.7% | $152-32.9% |