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 | $71,359 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $36,677 |
PENSION ASSURANCE LLP3 years Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 | Contract Administrator | $19,095 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,178 | $55,437+96.9% | $155,534-29.8% | $74,459+46.6% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 14.74% | 269.58%-254.8pp | 64.92%-50.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $6,532 | $2,266+188.2% | $4,675+39.7% | $2,626+148.7% |
| Participant deferral / active EE | $5,313 | $2,837+87.3% | $5,630-5.6% | $4,350+22.2% |
| Admin fee / account holder | $317 | $1,742-81.8% | $15,900-98.0% | $1,945-83.7% |