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| Provider | Service type | Compensation |
|---|---|---|
MATSON MONEY INC1+ years Filed as: MATSON MONEY, INC. Service code 28 5955 DEERFIELD BOULEVARD · MASON, OH 450402548 | Investment Management | $35,282 |
ASCENSUS LLC1+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 800 WEST COMMERCE RD STE 105 · NEW ORLEANS, LA 70123 | Contract Administrator | $13,697 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,762 | $33,745-29.6% | $64,105-62.9% | $55,191-56.9% |
| Participation rate | 23.9% | 59.4%-35.5pp | 68.2%-44.3pp | 69.2%-45.3pp |
| Annual return | -6.43% | 4.95%-11.4pp | 791.24%-797.7pp | 10.78%-17.2pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $988 | $1,929-48.8% | $2,822-65.0% | $3,046-67.6% |
| Admin fee / account holder | $398 | $94+322.1% | $4,499-91.1% | $91+338.7% |