Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORTON CAPITAL MANAGEMENT2 years Filed as: MORTON CAPITAL MANAGEMENT LLC Service code 26 · EIN 30-0798181 | Advisory (Participants) | $85,439 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,555 |
Service code 28 · EIN 22-3361201 | Investment Management | $20,094 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $15,442 |
AMERICAN FUNDS2 years Filed as: PARK CAPITAL GROUP INC Service code 26 · EIN 46-1311416 | Advisory (Participants) | $12,088 |
BOSMAN WEALTH MGMNT LLC2 years Service code 26 · EIN 81-3710505 | Advisory (Participants) | $10,602 |
Service code 26 · EIN 85-4345180 | Advisory (Participants) | $8,019 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Account maintenance fees; Float reven... | $2,935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,051 | $67,512+43.8% | $185,854-47.8% | $93,010+4.3% |
| Participation rate | 74.9% | 67.1%+7.8pp | 81.7%-6.8pp | 73.9%+1.0pp |
| Annual return | 13.47% | 21.04%-7.6pp | 122.12%-108.6pp | 158.70%-145.2pp |
| Employer contribution / active EE | $9,366 | $1,783+425.2% | $5,169+81.2% | $2,705+246.2% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $31 | $318-90.3% | $16,246-99.8% | $152-79.6% |