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 |
|---|---|---|
PENSYS, INC.1+ years Filed as: PENSYS INC Service code 15 · EIN 68-0348235 2440 PROFESSIONAL DRIVE SUITE 100 · ROSEVILLE, CA 95661 | Recordkeeping | $11,074 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $5,979 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 22 · EIN 13-2808480 4804 DEER LAKE DRIVE E 5TH FLOOR · JACKSONVILLE, FL 32246 | Insurance Broker | $1,878 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,182 | $57,096-69.9% | $94,229-81.8% | $55,191-68.9% |
| Participation rate | 69.8% | 75.7%-5.9pp | 78.8%-9.0pp | 69.2%+0.6pp |
| Annual return | 1.70% | 159.65%-157.9pp | 10.68%-9.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,145 | $1,708-33.0% | $3,587-68.1% | $1,899-39.7% |
| Participant deferral / active EE | $2,081 | $3,165-34.2% | $4,320-51.8% | $3,046-31.7% |
| Admin fee / account holder | $59 | $89-34.1% | $6,269-99.1% | $91-35.2% |