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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $14,411 |
KENNETH RYAN4 years Filed as: THE KENNETH D. ANDERSON COMPANY INC Service code 49 · EIN 22-3693983 | Other Services | $0 |
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 | $42,235 | $49,451-14.6% | $79,580-46.9% | $66,938-36.9% |
| Participation rate | 37.2% | 61.3%-24.1pp | 69.5%-32.2pp | 69.8%-32.6pp |
| Annual return | -11.97% | 84.25%-96.2pp | 0.15%-12.1pp | 1.58%-13.6pp |
| Employer contribution / active EE | $379 | $1,266-70.1% | $2,413-84.3% | $2,545-85.1% |
| Participant deferral / active EE | $2,298 | $3,159-27.2% | $3,985-42.3% | $4,238-45.8% |
| Admin fee / account holder | $423 | $595-28.8% | $6,835-93.8% | $594-28.7% |