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 |
|---|---|---|
KREISCHER MILLER1 year Filed as: J.L. KREISCHER, PC ET AL PTRS Service code 27 · EIN 23-1980475 | Advisory (Plan) | $18,575 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $439 |
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 | $200,034 | $58,311+243.0% | $81,882+144.3% | $80,959+147.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.68% | 41.85%-31.2pp | 779.47%-768.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $4,666 | $2,347+98.9% | $2,916+60.0% | $2,757+69.2% |
| Participant deferral / active EE | $8,780 | $3,287+167.1% | $4,323+103.1% | $4,300+104.2% |
| Admin fee / account holder | $632 | $4,752-86.7% | $7,360-91.4% | $6,925-90.9% |