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 |
|---|---|---|
PENTEGRA SERVICES, INC.4+ years Service code 14 · EIN 61-1667838 | Plan Administrator | $335,805 |
NOVUS ADVISORS4+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $113,984 |
BENEFIT SOURCE INC.3 years Service code 15 1629 EAST NORTH STREET · GREENVILLE, SC 29607 | Recordkeeping | $56,471 |
Service code 29 2540 SEVERN AVENUE, SUITE 400 · METAIRIE, LA 70002 | Legal | $29,092 |
NEEDLES & ASSOCIATES, LLC2 years Service code 10 · EIN 51-0435869 | Accounting | $27,997 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $14,026 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $10,051 | $82,546-87.8% | $140,019-92.8% | $75,289-86.6% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -5.18% | -0.36%-4.8pp | 651.17%-656.4pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,467 | $3,856-36.0% | $5,605-56.0% | $2,405+2.6% |
| Participant deferral / active EE | $69 | $5,731-98.8% | $6,927-99.0% | $3,739-98.2% |
| Admin fee / account holder | $299 | $86+248.2% | $10,705-97.2% | $102+191.9% |