See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
AEGIS WEALTH GROUP LLC2 years Service code 27 · EIN 20-8949634 | Advisory (Plan) | $53,561 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,023 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 · EIN 94-2456320 | Contract Administrator | $11,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,309 | $50,815+44.3% | $155,509-52.9% | $77,643-5.6% |
| Participation rate | 51.0% | 63.1%-12.1pp | 78.2%-27.2pp | 70.6%-19.5pp |
| Annual return | 16.32% | 34.80%-18.5pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,520 | $1,993-23.7% | $4,672-67.5% | $2,726-44.2% |
| Participant deferral / active EE | $3,386 | $2,822+20.0% | $5,626-39.8% | $4,647-27.1% |
| Admin fee / account holder | $374 | $437-14.4% | $15,912-97.7% | $430-13.2% |