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 13 · EIN 42-0127290 | Contract Administrator | $28,212 |
WBL1 year Service code 10 · EIN 58-1460137 | Accounting | $26,723 |
EGPS1 year Service code 13 · EIN 13-3180178 | Contract Administrator | $7,118 |
ORENDA RETIREMENT, LLC3 years Service code 49 · EIN 36-4877979 | Other Services | $6,286 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $5,513 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK Service code 20 · EIN 58-0511774 | Direct payment from the plan; Other f... | $5,240 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,070 | $163,671-36.4% | $155,534-33.1% | - |
| Participation rate | 72.7% | 63.4%+9.3pp | 78.2%-5.5pp | - |
| Annual return | 14.33% | 19.35%-5.0pp | 64.92%-50.6pp | - |
| Employer contribution / active EE | $2,629 | $2,499+5.2% | $4,675-43.8% | - |
| Participant deferral / active EE | $13,929 | $2,935+374.6% | $5,630+147.4% | - |
| Admin fee / account holder | $597 | $97,433-99.4% | $15,900-96.2% | - |