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 15 · EIN 84-0467907 | Recordkeeping | $98,691 |
TRUSTMARK NATIONAL BANK6+ years Service code 15 · EIN 64-6177854 | Recordkeeping | $70,066 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $19,459 |
Service code 10 · EIN 64-0760834 | Accounting | $10,500 |
YOUNG WELLS WILLIAMS PA1 year Service code 25 PO BOX 6005 · RIDGELAND, MS 391586005 | Directed Trustee | $10,320 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $28 |
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.)
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 | $104,190 | $91,517+13.8% | $101,275+2.9% | $73,412+41.9% |
| Participation rate | 65.6% | 73.8%-8.2pp | 75.8%-10.2pp | 72.2%-6.6pp |
| Annual return | 11.51% | 17.17%-5.7pp | 46.48%-35.0pp | 59.30%-47.8pp |
| Employer contribution / active EE | $1,109 | $2,877-61.5% | $3,660-69.7% | $2,234-50.4% |
| Participant deferral / active EE | $5,426 | $3,338+62.5% | $4,371+24.2% | $3,806+42.6% |
| Admin fee / account holder | $373 | $216+72.9% | $5,948-93.7% | $158+136.4% |