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 1602 W PINHOOK RD · LAFAYETTE, LA 70508 | Advisory (Plan) | $29,455 |
PAI2 years Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WA 54115 | Contract Administrator | $25,666 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,278 | $34,634-55.9% | $77,096-80.2% | $64,819-76.4% |
| Participation rate | 82.4% | 49.8%+32.6pp | 67.9%+14.5pp | 71.5%+10.9pp |
| Annual return | -19.23% | -5.31%-13.9pp | 42.35%-61.6pp | 32.84%-52.1pp |
| Employer contribution / active EE | $655 | $1,385-52.7% | $2,814-76.7% | $2,507-73.9% |
| Participant deferral / active EE | $1,728 | $2,553-32.3% | $4,429-61.0% | $4,311-59.9% |
| Admin fee / account holder | $146 | $178-17.9% | $5,428-97.3% | $188-22.0% |