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 |
|---|---|---|
JSA PENSION SERVICES, INC.10+ years Service code 13 · EIN 26-1626533 155 COTTONWOOD TRL · GUN BARREL CITY, TX 75156 | Contract Administrator | $19,976 |
Service code 10 · EIN 43-0831507 800 MARKET ST SUITE 500 · ST LOUIS, MO 63101 | Accounting | $13,500 |
GRB FINANCIAL, LLC9 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $12,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,266 | $50,902-77.9% | $155,534-92.8% | $77,736-85.5% |
| Participation rate | 41.4% | 63.1%-21.7pp | 78.2%-36.8pp | 70.6%-29.2pp |
| Annual return | 8.66% | 34.85%-26.2pp | 64.92%-56.3pp | 31.26%-22.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $620 | $2,824-78.0% | $5,630-89.0% | $4,651-86.7% |
| Admin fee / account holder | $144 | $437-67.0% | $15,900-99.1% | $433-66.7% |