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 |
|---|---|---|
LANE & WATERMAN5+ years Service code 15 · EIN 42-0642243 | Recordkeeping | $16,748 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIRMENT Service code 15 · EIN 62-6249544 | Recordkeeping | $13,439 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 15 · EIN 84-2885766 | Recordkeeping | $12,439 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $6,204 |
INVESTMENT CONSULTING GROUP5+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
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 | $63,896 | $65,364-2.2% | $92,909-31.2% | $72,975-12.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.30% | 42.11%-17.8pp | 109.44%-85.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $6,442 | $2,594+148.3% | $3,653+76.3% | $2,440+164.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $427 | $4,251-89.9% | $5,795-92.6% | $5,124-91.7% |