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 |
|---|---|---|
TROXELL FINANCIAL1 year Filed as: CRUMLY & ASSOCIATES DPA TROXELL FIN Service code 27 · EIN 27-4418309 214 S. GRAND AVE · SPRINGFIELD, IL 62704 | Advisory (Plan) | $16,693 |
Service code 15 · EIN 31-1281022 | Recordkeeping | $11,449 |
Service code 12 · EIN 59-3092339 822 A1A N · PONTE VEDRA BEACH, FL 32082 | Claims processing; Account maintenanc... | $2,869 |
BENEFIT PLANNING CONSULTANTS6+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 15 · EIN 36-3036100 | Recordkeeping | $2,111 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $55 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,303 | $35,986+56.5% | $77,513-27.4% | $73,493-23.4% |
| Participation rate | 31.9% | 40.8%-9.0pp | 54.2%-22.3pp | 70.7%-38.8pp |
| Annual return | 17.52% | 19.26%-1.7pp | 54.81%-37.3pp | 28.51%-11.0pp |
| Employer contribution / active EE | $459 | $557-17.7% | $987-53.5% | $2,270-79.8% |
| Participant deferral / active EE | $774 | $1,198-35.3% | $1,861-58.4% | $3,740-79.3% |
| Admin fee / account holder | $390 | $466-16.3% | $2,859-86.4% | $513-24.0% |