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 | $898,128 |
Filed as: FRANCIS LLC Service code 16 · EIN 90-0142264 | Consulting | $260,314 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN SOLUTIONS FOR B Service code 38 · EIN 41-1393684 | Participant Communication | $30,352 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,865 | $178,759-82.7% | $102,460-69.9% | $106,553-71.0% |
| Participation rate | 93.0% | 91.3%+1.7pp | 76.5%+16.5pp | 69.8%+23.2pp |
| Annual return | 12.87% | 17.23%-4.4pp | 29.47%-16.6pp | 17.37%-4.5pp |
| Employer contribution / active EE | $649 | $5,750-88.7% | $3,025-78.5% | $3,359-80.7% |
| Participant deferral / active EE | $3,104 | $9,466-67.2% | $5,056-38.6% | $5,562-44.2% |
| Admin fee / account holder | $70 | $62+11.9% | $9,460-99.3% | $80-12.7% |