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 | $21,329 |
Service code 49 · EIN 84-4031072 | Other Services | $18,601 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW GROUP Service code 11 | Actuarial | $12,650 |
EVERGREEN ADVISORS, LLC2 years Filed as: EVERGREEN ADVISORS Service code 34 · EIN 52-2212903 | Direct payment from the plan; Valuati... | $12,000 |
JPM-JDII, LLC2 years Service code 20 · EIN 92-3819895 | Direct payment from the plan; Trustee... | $9,000 |
KEB4 years Service code 10 · EIN 61-1870262 | Accounting | $8,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,279 | $102,382-88.0% | $147,005-91.6% | $80,874-84.8% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | -30.83% | 134.89%-165.7pp | 418.76%-449.6pp | 35.62%-66.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $374 | $7,942-95.3% | $13,006-97.1% | $6,935-94.6% |