Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,256 |
RETIREMENT BENEFIT SOLUTIONS2 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 13 · EIN 54-1953648 | Contract Administrator | $17,393 |
VARIABLE CONTRACT AGENCY LLC2 years Filed as: VARIABLE CONTRACT AGENCY, LLC Service code 49 | Other Services | $13,650 |
VARIABLE CONTRACT AGENCY LLC2 years Filed as: VARIABLE CONTRACT AGENCY Service code 49 · EIN 84-3853085 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,349 | $110,083-69.7% | $151,639-78.0% | $68,486-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -10.12%-7.9pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,521 | $4,470+1.1% | $6,165-26.7% | $2,597+74.1% |
| Participant deferral / active EE | $29,041 | $6,526+345.0% | $8,363+247.2% | $4,028+621.1% |
| Admin fee / account holder | $400 | $7,718-94.8% | $11,613-96.6% | $5,404-92.6% |