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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,493 |
WOODBURY FINANCIAL SERVICES7 years Service code 49 · EIN 41-0944586 | Other Services | $34,923 |
Filed as: MERIT FINANCIAL ADVISORS Service code 27 · EIN 45-3686413 | Advisory (Plan) | $14,466 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $9,912 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,069 | $54,717+68.3% | $86,216+6.8% | $71,511+28.7% |
| Participation rate | 99.5% | 60.1%+39.4pp | 69.0%+30.5pp | 67.9%+31.5pp |
| Annual return | 15.13% | 20.07%-4.9pp | 1169.42%-1154.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $5,516 | $1,267+335.4% | $2,382+131.6% | $2,589+113.0% |
| Participant deferral / active EE | $6,639 | $3,110+113.5% | $3,986+66.6% | $4,291+54.7% |
| Admin fee / account holder | $431 | $1,922-77.6% | $6,853-93.7% | $1,588-72.9% |