Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FMI CORPORATION3 years Filed as: FMI RETIREMENT SERVICES Service code 14 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Plan Administrator | $35,974 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $28,578 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $19,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,735 | $47,163+18.2% | $149,696-62.8% | $74,460-25.1% |
| Participation rate | 50.8% | 63.4%-12.6pp | 78.8%-28.0pp | 70.7%-20.0pp |
| Annual return | 23.69% | 22.75%+0.9pp | 134.46%-110.8pp | 34.38%-10.7pp |
| Employer contribution / active EE | $1,970 | $1,907+3.3% | $4,821-59.1% | $2,638-25.3% |
| Participant deferral / active EE | $3,057 | $2,730+12.0% | $5,682-46.2% | $4,530-32.5% |
| Admin fee / account holder | $208 | $343-39.4% | $13,212-98.4% | $348-40.2% |