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.3+ years Filed as: PAUL M SUTTS, CPA, LLC Service code 10 114 N ELM STREET · GREENSBORO, NC 27401 | Accounting | $23,000 |
ADVISORY SERVICES NETWORK LLC3+ years Filed as: ADVISORY SERVICES NETWORK Service code 27 1040 CROWN POINTE PWKY STE 840 · ATLANTA, GA 30338 | Advisory (Plan) | $21,450 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 15 3700 CRESTWOOD PKWY, SUITE 550 · DULUTH, GA 30096 | Recordkeeping | $1,935 |
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.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,451 | $78,707-13.0% | $117,861-41.9% | $70,126-2.4% |
| Participation rate | 52.9% | 73.2%-20.3pp | 79.7%-26.7pp | 69.5%-16.6pp |
| Annual return | 15.02% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $475 | $2,223-78.6% | $3,786-87.5% | $2,343-79.7% |
| Participant deferral / active EE | $1,069 | $3,297-67.6% | $4,482-76.2% | $3,332-67.9% |
| Admin fee / account holder | $546 | $5,066-89.2% | $8,021-93.2% | $4,645-88.3% |