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 |
|---|---|---|
Service code 28 11676 PERRY HIGHWAY, SUITE 220 · WEXFORD, PA 15090 | Investment Management | $8,238 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,578 | $35,986+18.3% | $77,552-45.1% | $73,497-42.1% |
| Participation rate | 17.7% | 40.8%-23.1pp | 54.2%-36.5pp | 70.7%-53.0pp |
| Annual return | 15.23% | 19.26%-4.0pp | 54.82%-39.6pp | 28.51%-13.3pp |
| Employer contribution / active EE | $332 | $557-40.4% | $987-66.3% | $2,270-85.4% |
| Participant deferral / active EE | $728 | $1,198-39.2% | $1,861-60.9% | $3,740-80.5% |
| Admin fee / account holder | $349 | $466-25.0% | $2,859-87.8% | $513-31.9% |