Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 13 · EIN 86-2963468 | Contract Administrator | $19,317 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,229 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC Service code 27 · EIN 80-0833114 | Advisory (Plan) | $12,162 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,996 | $63,703-37.2% | $93,063-57.0% | $82,448-51.5% |
| Participation rate | 56.5% | 63.8%-7.3pp | 72.1%-15.6pp | 68.1%-11.5pp |
| Annual return | 18.73% | -775.43%+794.2pp | 34.15%-15.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $359 | $1,729-79.3% | $2,476-85.5% | $2,551-85.9% |
| Participant deferral / active EE | $4,152 | $2,919+42.2% | $3,958+4.9% | $4,139+0.3% |
| Admin fee / account holder | $983 | $5,982-83.6% | $6,033-83.7% | $7,234-86.4% |