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 | $22,876 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $8,789 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,306 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 49 · EIN 51-0116113 | Other Services | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,184 | $48,432-35.6% | $121,210-74.3% | $71,529-56.4% |
| Participation rate | 87.0% | 54.3%+32.6pp | 69.5%+17.4pp | 67.9%+19.0pp |
| Annual return | 17.46% | 23.28%-5.8pp | 987.41%-970.0pp | 28.97%-11.5pp |
| Employer contribution / active EE | $1,758 | $1,493+17.8% | $4,171-57.8% | $2,590-32.1% |
| Participant deferral / active EE | $2,905 | $2,756+5.4% | $4,084-28.9% | $4,291-32.3% |
| Admin fee / account holder | $185 | $1,845-90.0% | $5,647-96.7% | $1,588-88.4% |