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 48-1205033 | Recordkeeping | $48,245 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $37,087 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,128 | $56,540+8.1% | $185,851-67.1% | $86,821-29.6% |
| Participation rate | 91.6% | 65.5%+26.1pp | 81.7%+9.9pp | 72.3%+19.3pp |
| Annual return | 16.44% | 118.20%-101.8pp | 122.11%-105.7pp | 97.94%-81.5pp |
| Employer contribution / active EE | $1,803 | $1,844-2.2% | $5,168-65.1% | $2,406-25.1% |
| Participant deferral / active EE | $2,442 | $2,555-4.4% | $5,569-56.2% | $4,132-40.9% |
| Admin fee / account holder | $274 | $150+83.3% | $16,245-98.3% | $170+61.8% |