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 |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 50 · EIN 33-0785439 | Direct Payment | $12,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,760 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA CO Service code 50 · EIN 74-1769118 | Direct Payment | $7,376 |
NOVA 401(K) ASSOCIATES2+ years Service code 13 | Contract Administrator | $3,673 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,168 | $66,750-78.8% | $105,754-86.6% | $57,658-75.4% |
| Participation rate | 99.3% | 79.2%+20.1pp | 78.9%+20.3pp | 70.2%+29.0pp |
| Annual return | 7.25% | 10.99%-3.7pp | 12.25%-5.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,369 | $3,766-37.1% | $4,079-41.9% | $1,974+20.0% |
| Participant deferral / active EE | $1,685 | $4,933-65.8% | $5,326-68.4% | $3,061-45.0% |
| Admin fee / account holder | $91 | $88+3.2% | $8,309-98.9% | $95-4.1% |