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 15 · EIN 13-3689044 | Recordkeeping | $57,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,212 |
Filed as: KMG FIDUCIARY PARTNERS LLC Service code 27 · EIN 83-1985347 | Advisory (Plan) | $6,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,845 | $53,204-72.1% | $155,556-90.5% | $200,096-92.6% |
| Participation rate | 69.2% | 64.1%+5.1pp | 78.2%-9.0pp | 72.0%-2.8pp |
| Annual return | 14.32% | 41.02%-26.7pp | 64.84%-50.5pp | 34.26%-19.9pp |
| Employer contribution / active EE | $182 | $1,850-90.2% | $4,675-96.1% | $3,038-94.0% |
| Participant deferral / active EE | $1,108 | $3,163-65.0% | $5,631-80.3% | $5,090-78.2% |
| Admin fee / account holder | $79 | $186-57.6% | $15,885-99.5% | $269-70.8% |