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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $140,913 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $37,367 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $24,570 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $3,645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,095 | $105,198+61.7% | $159,455+6.7% | $85,856+98.1% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.8%+7.5pp | 69.3%+21.0pp |
| Annual return | 13.52% | 45.08%-31.6pp | 263.63%-250.1pp | 318.58%-305.1pp |
| Employer contribution / active EE | -$40 | $3,319-101.2% | $4,830-100.8% | $2,565-101.6% |
| Participant deferral / active EE | $6,487 | $5,946+9.1% | $7,353-11.8% | $3,952+64.1% |
| Admin fee / account holder | $639 | $6,934-90.8% | $10,800-94.1% | $6,261-89.8% |