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 | $106,264-36.6% | $147,117-54.2% | $77,762-13.4% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 18.38% | 56.94%-38.6pp | 420.54%-402.2pp | 31.27%-12.9pp |
| Employer contribution / active EE | $3,513 | $4,074-13.8% | $4,932-28.8% | $2,728+28.8% |
| Participant deferral / active EE | $12,332 | $8,003+54.1% | $8,065+52.9% | $4,651+165.2% |
| Admin fee / account holder | $318 | $334-4.8% | $12,993-97.5% | $433-26.5% |