Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO INVESTMENTS Service code 10 · EIN 13-5381590 | Accounting | $20,778 |
NEW DIRECTION PARTNERS1 year Filed as: NEW DIRECTIONS PARTNERS Service code 34 · EIN 23-2688799 | Valuation (appraisals, etc.); Direct ... | $18,935 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $16,901 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,603 | $58,093+2.6% | $80,022-25.5% | $56,289+5.9% |
| Participation rate | 97.5% | 73.6%+23.9pp | 75.8%+21.7pp | 69.9%+27.7pp |
| Annual return | 59.74% | 34.63%+25.1pp | 11.22%+48.5pp | -9.96%+69.7pp |
| Employer contribution / active EE | $1,475 | $1,933-23.7% | $2,468-40.2% | $2,111-30.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $464 | $623-25.5% | $6,521-92.9% | $521-10.9% |