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 |
|---|---|---|
T R PAUL INC.2+ years Filed as: PAUL M SUTTS, CPA, LLC Service code 10 114 N ELM STREET · GREENSBORO, NC 27401 | Accounting | $20,029 |
ADVISORY SERVICES NETWORK LLC2+ years Filed as: ADVISORY SERVICES NETWORK Service code 27 1040 CROWN POINTE PWKY STE 840 · ATLANTA, GA 30338 | Advisory (Plan) | $19,979 |
PENSION FINANCIAL SERVICES, INC.2+ years Service code 15 3700 CRESTWOOD PKWY, SUITE 550 · DULUTH, GA 30096 | Recordkeeping | $14,364 |
Service code 22 850 RIDGE LAKE BLVD · MEMPHIS, TN 38120 | Insurance Broker | $11,293 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,900 | $69,977-13.0% | $108,582-43.9% | $62,881-3.2% |
| Participation rate | 58.7% | 72.9%-14.2pp | 79.6%-20.8pp | 69.3%-10.6pp |
| Annual return | 4.59% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $472 | $2,135-77.9% | $3,758-87.5% | $2,281-79.3% |
| Participant deferral / active EE | $1,148 | $3,165-63.7% | $4,311-73.4% | $3,203-64.2% |
| Admin fee / account holder | $745 | $5,076-85.3% | $7,645-90.3% | $4,296-82.7% |