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 | $93,600 |
S B H U LIFE AGENCY INC6 years Service code 49 · EIN 13-2896238 | Other Services | $24,947 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,589 | $101,653+175.0% | $147,080+90.1% | $74,459+275.5% |
| Participation rate | 98.8% | 75.6%+23.2pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 17.99% | 8754.98%-8737.0pp | 420.17%-402.2pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $7,379 | $3,813+93.5% | $4,933+49.6% | $2,626+181.0% |
| Participant deferral / active EE | $19,148 | $7,304+162.2% | $8,066+137.4% | $4,350+340.2% |
| Admin fee / account holder | $461 | $1,752-73.7% | $12,989-96.5% | $1,945-76.3% |