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 |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $1,300 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $196 |
ARVEST INSURANCE INC2+ years Filed as: ARVEST INSURANCE, INC. Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,360,843 | $50,898+4538.4% | $171,082+1279.9% | $55,167+4179.4% |
| Participation rate | 0.0% | 63.3%-63.3pp | 76.7%-76.7pp | 69.0%-69.0pp |
| Annual return | 9.04% | 15.34%-6.3pp | 32.56%-23.5pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,221 | $1,433-14.8% | $4,002-69.5% | $1,963-37.8% |
| Participant deferral / active EE | $2,020 | $2,994-32.5% | $4,797-57.9% | $3,054-33.9% |
| Admin fee / account holder | $967 | $500+93.5% | $8,520-88.7% | $504+91.8% |