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 |
|---|---|---|
ORIENTAL PENSION CONSULTANTS2 years Service code 15 · EIN 59-2356441 | Recordkeeping | $14,250 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $13,476 |
EDWARD JONES2 years Filed as: EDWARD JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,446 |
Filed as: ENVESTNET Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MILLENIUM TRUST COMPANY1 year Filed as: MILENNIAL TRUST Service code 49 · EIN 36-4400066 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,093 | $46,423-93.3% | $75,901-95.9% | $67,579-95.4% |
| Participation rate | 26.4% | 63.1%-36.7pp | 69.3%-42.9pp | 71.3%-44.9pp |
| Annual return | 14.93% | 32.29%-17.4pp | 30.76%-15.8pp | 378.56%-363.6pp |
| Employer contribution / active EE | $161 | $1,406-88.6% | $2,501-93.6% | $2,148-92.5% |
| Participant deferral / active EE | $948 | $2,564-63.0% | $3,603-73.7% | $3,539-73.2% |
| Admin fee / account holder | $42 | $132-68.0% | $5,420-99.2% | $142-70.4% |