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 |
|---|---|---|
PLANTECH, LLP1 year Service code 15 · EIN 72-1386027 | Recordkeeping | $3,479 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $2,695 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,261 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $160 |
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.
Employer contribution per participant 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 | $52,758 | $62,267-15.3% | $110,243-52.1% | $55,725-5.3% |
| Participation rate | 25.1% | 78.1%-53.1pp | 79.8%-54.8pp | 70.9%-45.8pp |
| Annual return | -4.58% | -1.07%-3.5pp | 314.76%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $199 | $1,941-89.7% | $3,827-94.8% | $2,078-90.4% |
| Participant deferral / active EE | $854 | $3,516-75.7% | $4,672-81.7% | $3,356-74.5% |
| Admin fee / account holder | $81 | $121-33.0% | $8,548-99.1% | $115-29.7% |