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 |
|---|---|---|
Filed as: RETIREMENT SOLUTIONS SPECIALISTS LL Service code 13 | Contract Administrator | $9,398 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,221 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,277 | $52,507-40.4% | $129,406-75.8% | $74,478-58.0% |
| Participation rate | 44.5% | 53.9%-9.4pp | 69.6%-25.2pp | 67.2%-22.7pp |
| Annual return | 12.29% | 15.64%-3.4pp | 9468.18%-9455.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $779 | $1,534-49.2% | $4,155-81.3% | $2,626-70.3% |
| Participant deferral / active EE | $1,714 | $2,801-38.8% | $4,167-58.9% | $4,350-60.6% |
| Admin fee / account holder | $76 | $2,639-97.1% | $7,689-99.0% | $1,946-96.1% |