Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Service code 15 · EIN 04-3760707 555 CITY AVE., SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $11,331 |
CONGENT VALUATION1 year Service code 34 | Valuation (appraisals, etc.) | $7,175 |
Service code 10 · EIN 95-3720474 7205 S PAINTER AVE · WHITTER, CA 90602 | Accounting | $6,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $144,130-100.0% | $117,861-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | -0.65% | 531.20%-531.8pp | 335.11%-335.8pp | 578.59%-579.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |