See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
KMS FINANCIAL3 years Service code 26 · EIN 91-0850651 | Advisory (Participants) | $25,000 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,363 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,017 | $59,839+87.2% | $81,983+36.6% | $79,858+40.3% |
| Participation rate | 91.4% | 61.6%+29.8pp | 69.2%+22.1pp | 69.6%+21.8pp |
| Annual return | 12.43% | 17.56%-5.1pp | 41.31%-28.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,037 | $1,713+77.2% | $2,498+21.6% | $2,471+22.9% |
| Participant deferral / active EE | $6,548 | $2,695+143.0% | $3,722+75.9% | $3,740+75.1% |
| Admin fee / account holder | $633 | $4,287-85.2% | $5,664-88.8% | $5,306-88.1% |