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 |
|---|---|---|
HBPA2+ years Service code 14 · EIN 72-1256213 | Plan Administrator | $80,400 |
ERICKSEN, KRENTEL & LAPORTE, LLP2+ years Service code 10 · EIN 72-0549733 | Accounting | $22,223 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 | Investment management; Custodial (oth... | $13,699 |
POSTLETHWAITE & NETTERVILLE2+ years Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 · EIN 72-1202445 | Accounting | $10,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $352,417-100.0% | $293,085-100.0% | - |
| Participation rate | 0.0% | 28.3%-28.3pp | 86.7%-86.7pp | - |
| Annual return | 23.64% | -0.37%+24.0pp | -21.55%+45.2pp | - |
| Employer contribution / active EE | $0 | $125-100.0% | $5,774-100.0% | - |
| Participant deferral / active EE | $0 | $609-100.0% | $3,831-100.0% | - |
| Admin fee / account holder | $0 | $12,195-100.0% | $5,672-100.0% | - |