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: FOREST CAPITAL MANAGEMENT, LLC Service code 27 1 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $83,725 |
SECURITY FINANCIAL RESOURCES6+ years Service code 15 · EIN 48-1236469 | Recordkeeping | $79,740 |
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 | $71,639 | $54,121+32.4% | $134,162-46.6% | $73,412-2.4% |
| Participation rate | 60.0% | 64.4%-4.3pp | 72.2%-12.1pp | 72.2%-12.1pp |
| Annual return | 15.69% | -312.52%+328.2pp | 36.35%-20.7pp | 59.30%-43.6pp |
| Employer contribution / active EE | $2,446 | $1,402+74.5% | $3,705-34.0% | $2,234+9.5% |
| Participant deferral / active EE | $4,531 | $2,844+59.3% | $3,500+29.5% | $3,806+19.1% |
| Admin fee / account holder | $361 | $132+172.7% | $6,685-94.6% | $158+128.5% |