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 13 · EIN 42-0127290 | Contract Administrator | $69,303 |
LWS WEALTH ADVISORS3 years Service code 27 · EIN 45-5222752 | Advisory (Plan) | $27,203 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $2,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,160 | $61,172-22.9% | $185,851-74.6% | $79,389-40.6% |
| Participation rate | 84.4% | 66.6%+17.7pp | 81.7%+2.7pp | 70.7%+13.7pp |
| Annual return | 15.54% | 19.45%-3.9pp | 122.11%-106.6pp | 116.89%-101.4pp |
| Employer contribution / active EE | $3,353 | $2,321+44.5% | $5,168-35.1% | $2,428+38.1% |
| Participant deferral / active EE | $3,812 | $2,788+36.7% | $5,569-31.5% | $4,046-5.8% |
| Admin fee / account holder | $237 | $710-66.6% | $16,245-98.5% | $626-62.1% |