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 |
|---|---|---|
BAHL & GAYNOR5+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $38,223 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 16 · EIN 80-0861455 | Consulting | $26,682 |
HORAN SECURITIES INC5+ years Filed as: HORAN SECURITIES Service code 16 · EIN 31-1448612 | Consulting | $26,000 |
Filed as: RIVERPOINT CAPITAL MANAGEMENT LLC, Service code 16 · EIN 31-1471846 | Consulting | $21,906 |
ARGI INVESTMENT SERVICES LLC5+ years Filed as: ARGI INVESTMENT SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $16,936 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,172 |
Filed as: CLARK SCHAEFER HACKETT Service code 16 · EIN 31-0800053 | Consulting | $15,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,173 | $101,523+74.5% | $141,200+25.5% | $77,775+127.8% |
| Participation rate | 96.1% | 77.4%+18.7pp | 82.5%+13.6pp | 73.2%+22.9pp |
| Annual return | 23.40% | 56.22%-32.8pp | 71.41%-48.0pp | 32.58%-9.2pp |
| Employer contribution / active EE | $8,256 | $3,341+147.1% | $4,736+74.3% | $2,504+229.7% |
| Participant deferral / active EE | $7,064 | $6,434+9.8% | $6,710+5.3% | $3,966+78.1% |
| Admin fee / account holder | $352 | $92+284.4% | $10,265-96.6% | $100+251.6% |