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 |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.2+ years Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 · EIN 20-1079566 | Advisory (Plan) | $35,643 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,256 |
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 | $68,032 | $60,165+13.1% | $74,184-8.3% | $55,167+23.3% |
| Participation rate | 88.7% | 74.2%+14.5pp | 76.6%+12.0pp | 69.0%+19.7pp |
| Annual return | 6.55% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,705 | $1,600+6.6% | $2,370-28.0% | $1,963-13.1% |
| Participant deferral / active EE | $3,608 | $2,973+21.4% | $3,550+1.6% | $3,054+18.1% |
| Admin fee / account holder | $186 | $419-55.5% | $5,586-96.7% | $504-63.0% |