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 |
|---|---|---|
Filed as: JOHN BIRTCH Service code 14 · EIN 16-6023926 | Plan Administrator | $28,749 |
MY GROUP LLC3 years Filed as: P&A GROUP Service code 15 · EIN 16-1533601 | Recordkeeping | $15,881 |
Service code 10 · EIN 47-1793720 | Accounting | $14,586 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $14,454 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 16 · EIN 59-3676225 | Consulting | $12,500 |
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 | $39,678 | $94,529-58.0% | $140,019-71.7% | $64,173-38.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.10% | 7.77%-14.9pp | 651.17%-658.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,721 | $3,812-28.6% | $5,605-51.5% | $2,381+14.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $460 | $6,741-93.2% | $10,705-95.7% | $4,887-90.6% |