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 |
|---|---|---|
WINDHAM BRANNON5 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $37,500 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,500 |
Service code 26 · EIN 84-2190693 | Advisory (Participants) | $7,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,623 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,776 | $101,555-37.2% | $124,694-48.9% | $101,555-37.2% |
| Participation rate | 95.8% | 74.5%+21.2pp | 74.6%+21.2pp | 74.5%+21.2pp |
| Annual return | 17.53% | 21.00%-3.5pp | 5144.82%-5127.3pp | 21.00%-3.5pp |
| Employer contribution / active EE | $2,118 | $2,972-28.7% | $3,325-36.3% | $2,972-28.7% |
| Participant deferral / active EE | $4,717 | $4,874-3.2% | $4,615+2.2% | $4,874-3.2% |
| Admin fee / account holder | $11 | $139-92.2% | $7,495-99.9% | $139-92.2% |