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 13 · EIN 42-0127290 | Contract Administrator | $16,495 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 49 · EIN 04-1590850 | Other Services | $10,588 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS,LLC Service code 13 | Contract Administrator | $9,733 |
Filed as: KESTRA INVESTMENT SVCS LLC Service code 53 · EIN 74-2794194 | Insurance Commissions | $6,250 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,388 |
QUALIFIED PLANS, LLC4+ years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $3,734 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,055 | $44,221+4.1% | $121,220-62.0% | $56,287-18.2% |
| Participation rate | 58.5% | 61.1%-2.5pp | 71.8%-13.2pp | 69.9%-11.3pp |
| Annual return | -5.03% | -3.58%-1.4pp | 16.94%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $425 | $1,480-71.3% | $4,023-89.4% | $2,111-79.9% |
| Participant deferral / active EE | $795 | $2,521-68.5% | $3,345-76.2% | $3,350-76.3% |
| Admin fee / account holder | $282 | $480-41.3% | $5,021-94.4% | $521-45.9% |