Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,227 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,626 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,807 |
CLEARVIEW GROUP1 year Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $10,000 |
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 | $188,089 | $125,797+49.5% | $170,043+10.6% | $75,173+150.2% |
| Participation rate | 90.7% | 83.6%+7.1pp | 87.0%+3.7pp | 67.2%+23.5pp |
| Annual return | 23.11% | 27.20%-4.1pp | 53.40%-30.3pp | 160.72%-137.6pp |
| Employer contribution / active EE | $2,903 | $4,616-37.1% | $6,790-57.2% | $2,671+8.7% |
| Participant deferral / active EE | $15,717 | $6,838+129.9% | $10,410+51.0% | $4,126+280.9% |
| Admin fee / account holder | $509 | $8,177-93.8% | $12,824-96.0% | $5,651-91.0% |