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: REA SHAW GIFFIN AND STUART LLP Service code 49 2415 9TH STREET · MERIDIAN, MS 39301 | Other Services | $8,500 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,073 |
Service code 15 PO BOX 240098 · MONTGOMERY, AL 36124 | Recordkeeping | $6,279 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 33 538 PRESTON AVE · MERIDEN, CT 06450 | Securities brokerage | $0 |
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.)
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 | $35,386 | $34,316+3.1% | $74,722-52.6% | $72,975-51.5% |
| Participation rate | 38.3% | 42.4%-4.1pp | 54.5%-16.2pp | 69.5%-31.2pp |
| Annual return | 20.61% | 26.58%-6.0pp | 753.11%-732.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $474 | $692-31.5% | $1,084-56.3% | $2,440-80.6% |
| Participant deferral / active EE | $641 | $1,272-49.6% | $1,963-67.3% | $3,608-82.2% |
| Admin fee / account holder | $327 | $2,125-84.6% | $3,335-90.2% | $5,124-93.6% |