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 |
|---|---|---|
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $367,758 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $107,078 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $14,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,092,888 | $101,539+976.3% | $147,041+643.3% | $74,400+1368.9% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 15.75% | 8740.84%-8725.1pp | 419.21%-403.5pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $28,407 | $3,811+645.4% | $4,935+475.6% | $2,624+982.4% |
| Participant deferral / active EE | $16,953 | $7,304+132.1% | $8,071+110.0% | $4,348+289.9% |
| Admin fee / account holder | $1,984 | $1,749+13.4% | $13,006-84.7% | $1,944+2.1% |