Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $32,660 |
WINDHAM BRANNON2+ years Service code 10 · EIN 58-1763439 | Accounting | $18,750 |
Filed as: TPS ANCILLARY SERVICES LLC Service code 15 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $9,828 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $6,844 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $140,520 | $85,766+63.8% | $136,298+3.1% | $70,126+100.4% |
| Participation rate | 75.8% | 74.2%+1.7pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 13.29% | 31.46%-18.2pp | 5156.27%-5143.0pp | 73.15%-59.9pp |
| Employer contribution / active EE | $8,728 | $2,966+194.3% | $4,696+85.9% | $2,343+272.6% |
| Participant deferral / active EE | $17,098 | $5,051+238.5% | $6,247+173.7% | $3,332+413.2% |
| Admin fee / account holder | $155 | $5,421-97.1% | $9,244-98.3% | $4,645-96.7% |