Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MURRAY FINANCIAL GROUP5 years Filed as: MURRAY FINANCIAL GROUP LLC DBA JSC Service code 27 · EIN 45-0834412 200 N BROADWAY AVE · ALBERT LEA, MN 56007 | Advisory (Plan) | $26,465 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,347 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,037 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $2,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,577 | $50,151-66.9% | $149,717-88.9% | $80,149-79.3% |
| Participation rate | 18.8% | 64.3%-45.5pp | 78.8%-60.0pp | 72.9%-54.2pp |
| Annual return | 17.32% | 29.80%-12.5pp | 134.41%-117.1pp | 40.39%-23.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,820-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $493 | $3,194-84.6% | $5,682-91.3% | $5,015-90.2% |
| Admin fee / account holder | $99 | $153-35.2% | $13,213-99.3% | $145-31.7% |