Filed December 14, 2018
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 | $61,613 |
Service code 27 · EIN 63-0879387 | Advisory (Plan) | $53,831 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,988 | $50,902+116.1% | $155,534-29.3% | $77,736+41.5% |
| Participation rate | 71.7% | 63.1%+8.6pp | 78.2%-6.5pp | 70.6%+1.1pp |
| Annual return | 11.09% | 34.85%-23.8pp | 64.92%-53.8pp | 31.26%-20.2pp |
| Employer contribution / active EE | $2,771 | $1,991+39.2% | $4,675-40.7% | $2,728+1.6% |
| Participant deferral / active EE | $4,545 | $2,824+60.9% | $5,630-19.3% | $4,651-2.3% |
| Admin fee / account holder | $396 | $437-9.3% | $15,900-97.5% | $433-8.5% |