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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $33,626 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 22 · EIN 92-1819393 | Insurance Broker | $31,651 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $21,283 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 · EIN 26-1570786 | Contract Administrator | $1,200 |
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.
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 | $46,463 | $59,448-21.8% | $93,696-50.4% | $74,459-37.6% |
| Participation rate | 80.0% | 59.6%+20.4pp | 68.7%+11.3pp | 67.2%+12.8pp |
| Annual return | 10.07% | 82.11%-72.0pp | 133.74%-123.7pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $1,502 | $1,266+18.6% | $2,422-38.0% | $2,626-42.8% |
| Participant deferral / active EE | $3,963 | $3,052+29.9% | $4,417-10.3% | $4,350-8.9% |
| Admin fee / account holder | $428 | $3,027-85.9% | $8,287-94.8% | $1,945-78.0% |