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 64 · EIN 13-2624428 | Recordkeeping Fees | $52,942 |
Filed as: GREY FOX WEALTH ADVISORS LLC Service code 27 100 S ROCKLAND FALLS RD · ROCKLAND, DE 19807 | Advisory (Plan) | $11,600 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,549 | $82,979-0.5% | $102,383-19.4% | $77,714+6.2% |
| Participation rate | 64.0% | 71.5%-7.5pp | 74.5%-10.5pp | 70.6%-6.6pp |
| Annual return | 12.60% | 19.11%-6.5pp | 24.94%-12.3pp | 31.26%-18.7pp |
| Employer contribution / active EE | $3,416 | $3,554-3.9% | $3,870-11.7% | $2,727+25.3% |
| Participant deferral / active EE | $4,239 | $4,109+3.2% | $5,060-16.2% | $4,649-8.8% |
| Admin fee / account holder | $345 | $639-45.9% | $8,391-95.9% | $433-20.3% |