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 |
|---|---|---|
QUORUM CONSULTING GROUP1+ years Filed as: QUORUM CONSULTING Service code 15 · EIN 37-1331544 | Recordkeeping | $8,931 |
Filed as: JACOB BURNS ORLOVE HERNANDEZ Service code 12 · EIN 36-2425981 | Claims processing | $8,775 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $192,103 | $40,263+377.1% | $57,347+235.0% | $59,632+222.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.05% | 27.50%-27.6pp | 24.40%-24.5pp | 2041.32%-2041.4pp |
| Employer contribution / active EE | $16,032 | $1,922+734.1% | $2,689+496.3% | $2,203+627.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $330 | $2,819-88.3% | $3,356-90.2% | $4,297-92.3% |