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 |
|---|---|---|
PALLADIUM PARTNERS6+ years Service code 28 · EIN 26-3820649 | Investment Management | $50,141 |
Service code 28 · EIN 26-3820649 | Investment Management | $46,713 |
Service code 28 · EIN 54-1832175 | Investment Management | $9,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,433 | $58,895+315.0% | $178,503+36.9% | $73,497+232.6% |
| Participation rate | 26.5% | 66.2%-39.8pp | 81.9%-55.5pp | 70.7%-44.2pp |
| Annual return | 14.20% | 24.86%-10.7pp | 151.12%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $6,164 | $2,236+175.7% | $5,011+23.0% | $2,270+171.5% |
| Participant deferral / active EE | $13,808 | $2,567+437.9% | $5,202+165.4% | $3,740+269.2% |
| Admin fee / account holder | $616 | $400+53.9% | $13,987-95.6% | $513+20.1% |