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 06-1050034 | Contract Administrator | $81,763 |
COLLEGE PRESS1 year Service code 49 · EIN 46-5537915 | Other Services | $78,295 |
CRS INSURANCE GROUP, LLC3 years Service code 49 · EIN 20-4098394 | Other Services | $63,357 |
M HOLDINGS SECURITIES INC4+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $40,000 |
ELLIOTT DAVIS, LLC4+ years Filed as: ELLIOT DAVIS Service code 49 · EIN 57-0381582 | Other Services | $16,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,176 | $46,969-20.9% | $154,110-75.9% | $73,367-49.3% |
| Participation rate | 16.2% | 72.4%-56.2pp | 83.0%-66.8pp | 69.5%-53.2pp |
| Annual return | -5.72% | 821.68%-827.4pp | 735.22%-740.9pp | 173.45%-179.2pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $549 | $3,162-82.6% | $5,081-89.2% | $4,033-86.4% |
| Admin fee / account holder | $48 | $47+2.2% | $13,412-99.6% | $68-30.3% |