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 13 · EIN 06-1050034 | Contract Administrator | $28,065 |
SEAN HUCKO, CPA, LLC7 years Service code 10 · EIN 47-4215313 | Accounting | $18,000 |
Filed as: ONE DIGITAL TOPCO LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $12,500 |
HARTER SECREST & EMERY LLP8+ years Service code 29 · EIN 16-0766172 | Legal | $11,756 |
MMA SECURITIES LLC8+ years Filed as: MARSH USA INC Service code 23 · EIN 36-1436000 | Insurance services | $8,058 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 28 · EIN 43-1451524 | Investment Management | $6,250 |
Service code 28 · EIN 85-3439612 | Investment Management | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,028 | $56,438+32.9% | $76,902-2.4% | $71,529+4.9% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | -4.87% | 19.05%-23.9pp | 37.91%-42.8pp | 28.97%-33.8pp |
| Employer contribution / active EE | $1,487 | $1,864-20.2% | $2,534-41.3% | $2,590-42.6% |
| Participant deferral / active EE | $2,968 | $3,136-5.4% | $3,833-22.6% | $4,291-30.8% |
| Admin fee / account holder | $365 | $1,430-74.5% | $5,479-93.3% | $1,588-77.0% |