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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,085 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,147 |
WILKINGUTTENPLAN1 year Service code 10 · EIN 22-2612018 | Accounting | $15,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $650,607 | $91,474+611.3% | $135,982+378.5% | $71,529+809.6% |
| Participation rate | 98.5% | 75.7%+22.8pp | 81.9%+16.6pp | 67.9%+30.5pp |
| Annual return | 20.12% | 29.89%-9.8pp | 68.32%-48.2pp | 28.97%-8.9pp |
| Employer contribution / active EE | $13,269 | $3,705+258.1% | $4,859+173.1% | $2,590+412.4% |
| Participant deferral / active EE | $10,649 | $7,095+50.1% | $7,760+37.2% | $4,291+148.1% |
| Admin fee / account holder | $390 | $1,267-69.2% | $10,767-96.4% | $1,588-75.4% |