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 |
|---|---|---|
KARP CAPITAL MANAGEMENT2 years Service code 27 2269 CHESTNUT ST STE 308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $15,238 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,438 |
DESENA & CO, CPAS, LLC2 years Filed as: DESENA & COMPANY CERTIFIED PUBLIC A Service code 10 100 EAGLE ROCK AVE STE 110 · EAST HANOVER, NJ 07936 | Accounting | $7,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $286 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,123 | $54,573-21.0% | $90,970-52.6% | $73,493-41.3% |
| Participation rate | 45.6% | 61.2%-15.6pp | 69.0%-23.4pp | 70.7%-25.1pp |
| Annual return | 14.86% | 16.69%-1.8pp | 134.58%-119.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $393 | $991-60.4% | $2,122-81.5% | $2,270-82.7% |
| Participant deferral / active EE | $2,628 | $2,517+4.4% | $3,373-22.1% | $3,740-29.7% |
| Admin fee / account holder | $490 | $521-6.1% | $5,960-91.8% | $513-4.5% |