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 15 · EIN 01-0233346 | Recordkeeping | $50,562 |
SMITH & HOWARD, PC1 year Service code 10 271 17TH STREET, NW, SUITE 2100 · ATLANTA, GA 30363 | Accounting | $13,417 |
Filed as: HOWARDSIMON RETIREMENT, LLC Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $6,339 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,979 | $79,181-65.9% | $102,423-73.7% | $74,429-63.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.13% | 54.97%-46.8pp | 29.42%-21.3pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $44 | $2,362-98.1% | $3,023-98.5% | $2,625-98.3% |
| Participant deferral / active EE | $2,416 | $4,416-45.3% | $5,054-52.2% | $4,348-44.4% |
| Admin fee / account holder | $442 | $2,002-77.9% | $9,455-95.3% | $1,944-77.3% |