See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY CONSULTING GROUP3 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Plan Administrator; Other fees; Named... | $45,930 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Claims processing; Participant loan p... | $17,097 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $14,516 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,426 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,645 | $82,917-24.4% | $103,333-39.4% | $77,643-19.3% |
| Participation rate | 75.5% | 71.6%+4.0pp | 74.5%+1.0pp | 70.6%+5.0pp |
| Annual return | 21.39% | 19.13%+2.3pp | 24.88%-3.5pp | 31.24%-9.8pp |
| Employer contribution / active EE | $5,201 | $3,552+46.4% | $3,868+34.5% | $2,726+90.8% |
| Participant deferral / active EE | $3,466 | $4,108-15.6% | $5,057-31.5% | $4,647-25.4% |
| Admin fee / account holder | $405 | $638-36.5% | $8,355-95.2% | $430-5.9% |