Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 THREE PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Participants) | $21,426 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,714 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,290 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,903 | $105,200-25.9% | $159,474-51.1% | $85,847-9.3% |
| Participation rate | 76.8% | 75.8%+1.1pp | 82.8%-6.0pp | 69.3%+7.5pp |
| Annual return | 11.59% | 45.08%-33.5pp | 263.68%-252.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,849 | $5,946-35.3% | $7,353-47.7% | $3,952-2.6% |
| Admin fee / account holder | $425 | $6,934-93.9% | $10,802-96.1% | $6,261-93.2% |