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 |
|---|---|---|
WILLIAMS BENEFIT CONSULTING, LLC3+ years Service code 13 · EIN 46-1499818 3835 E. LAKE CENTRE, STE 100 · QUINCY, IL 62305 | Contract Administrator | $5,750 |
GRAY HUNTER STENN LLP2 years Service code 10 · EIN 36-3077757 1200 HARGER ROAD, STE 521 · OAK BROOK, IL 60523 | Accounting | $5,200 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,750 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
TD AMERITRADE, INC.3+ years Service code 33 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,933 | $58,726-57.5% | $92,240-73.0% | $62,293-60.0% |
| Participation rate | 80.6% | 68.3%+12.3pp | 76.5%+4.1pp | 69.5%+11.1pp |
| Annual return | 18.95% | 43.62%-24.7pp | 176.29%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,793 | $2,392-25.0% | $3,680-51.3% | $2,042-12.2% |
| Participant deferral / active EE | $1,176 | $2,766-57.5% | $3,897-69.8% | $3,169-62.9% |
| Admin fee / account holder | $61 | $556-89.0% | $5,194-98.8% | $479-87.2% |