Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,964 |
LAKE STREET FINANCIAL LLC6 years Filed as: LAKE STREET FINANCIAL Service code 27 · EIN 82-3746736 | Advisory (Plan) | $42,100 |
SIKICH LLP1 year Service code 49 · EIN 36-3168081 | Other Services | $17,300 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 · EIN 36-4389114 | Other Services | $12,108 |
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 | $67,374 | $106,110-36.5% | $147,005-54.2% | $77,671-13.3% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.8pp | 70.6%+24.3pp |
| Annual return | 18.38% | 56.77%-38.4pp | 418.76%-400.4pp | 31.21%-12.8pp |
| Employer contribution / active EE | $3,513 | $4,065-13.6% | $4,934-28.8% | $2,726+28.9% |
| Participant deferral / active EE | $12,332 | $7,992+54.3% | $8,070+52.8% | $4,648+165.3% |
| Admin fee / account holder | $318 | $338-5.7% | $13,006-97.6% | $430-26.0% |