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 10 · EIN 13-4008324 | Accounting | $114,055 |
FID INV INST OPS CO11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72,668 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $15,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS,NASH,SMOAK&STEWART Service code 29 · EIN 57-1044820 | Legal | $9,753 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $363,949 | $166,271+118.9% | $115,599+214.8% | $166,271+118.9% |
| Participation rate | 95.8% | 79.1%+16.7pp | 74.3%+21.6pp | 79.1%+16.7pp |
| Annual return | 15.62% | 15.58%0pp | 111.10%-95.5pp | 15.58%0pp |
| Employer contribution / active EE | $13,167 | $4,136+218.3% | $2,955+345.5% | $4,136+218.3% |
| Participant deferral / active EE | $18,668 | $7,214+158.8% | $4,889+281.8% | $7,214+158.8% |
| Admin fee / account holder | $8 | $445-98.2% | $12,841-99.9% | $445-98.2% |