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 13 · EIN 42-0127290 | Contract Administrator | $38,500 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,226 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 | Contract Administrator | $4,742 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $2,410 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,494 | $122,063-6.2% | $184,256-37.9% | $74,478+53.7% |
| Participation rate | 64.0% | 85.5%-21.5pp | 86.8%-22.9pp | 67.2%-3.3pp |
| Annual return | 11.08% | 19.92%-8.8pp | 28.85%-17.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $2,352 | $4,539-48.2% | $6,427-63.4% | $2,626-10.4% |
| Participant deferral / active EE | $4,446 | $7,144-37.8% | $9,133-51.3% | $4,350+2.2% |
| Admin fee / account holder | $450 | $1,253-64.1% | $13,899-96.8% | $1,946-76.9% |