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 27 · EIN 82-1364595 | Advisory (Plan) | $198,126 |
Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $76,200 |
TAYLOR SECURITIES3 years Filed as: J TAYLOR & ASSOCIATES LLC Service code 10 4800 OVERTON PLAZA STE 360 · FORTH WORTH, TX 76109 | Accounting | $40,380 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,556 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,369 | $56,540+56.3% | $185,849-52.5% | $86,821+1.8% |
| Participation rate | 82.1% | 65.5%+16.6pp | 81.7%+0.4pp | 72.3%+9.8pp |
| Annual return | 15.86% | 118.20%-102.3pp | 122.10%-106.2pp | 97.94%-82.1pp |
| Employer contribution / active EE | $699 | $1,844-62.1% | $5,169-86.5% | $2,406-71.0% |
| Participant deferral / active EE | $5,785 | $2,555+126.4% | $5,569+3.9% | $4,132+40.0% |
| Admin fee / account holder | $371 | $150+148.2% | $16,244-97.7% | $170+119.0% |