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 27 · EIN 84-1406022 | Advisory (Plan) | $12,478 |
Filed as: MID ATLANTIC FIN MGMT 532 Service code 28 PO BOX 23368 · PITTSBURGH, PA 15222 | Investment Management | $3,970 |
EXPAND FINANCIAL1 year Service code 27 ASPIRNET · WACO, TX 76703 | Advisory (Plan) | $3,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,540 | $73,848-32.9% | $143,799-65.5% | $68,486-27.7% |
| Participation rate | 94.3% | 66.7%+27.7pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -14.21% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $5,751 | $3,184+80.6% | $4,952+16.1% | $2,597+121.5% |
| Participant deferral / active EE | $5,322 | $3,385+57.2% | $5,638-5.6% | $4,028+32.1% |
| Admin fee / account holder | $446 | $5,755-92.2% | $14,677-97.0% | $5,404-91.7% |