See peer percentile detail. $4.99 for your first month.
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,184 | $48,335-35.5% | $121,098-74.2% | $71,457-56.4% |
| Participation rate | 87.0% | 54.3%+32.7pp | 69.5%+17.5pp | 67.9%+19.0pp |
| Annual return | 17.46% | 23.32%-5.9pp | 985.75%-968.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,758 | $1,489+18.1% | $4,164-57.8% | $2,588-32.1% |
| Participant deferral / active EE | $2,905 | $2,754+5.5% | $4,080-28.8% | $4,289-32.3% |
| Admin fee / account holder | $185 | $1,841-90.0% | $5,644-96.7% | $1,587-88.4% |