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 |
|---|---|---|
US BANK5+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $31,484 |
STEWART C. MILLER & CO., INC.5+ years Service code 13 · EIN 35-1820020 | Contract Administrator | $15,720 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $12,539 |
CAVANAGH & O'HARA5+ years Service code 29 · EIN 37-1259635 | Legal | $12,401 |
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 | $96,444 | $63,114+52.8% | $92,903+3.8% | $65,185+48.0% |
| Participation rate | 96.2% | 68.8%+27.4pp | 76.0%+20.2pp | 70.2%+26.0pp |
| Annual return | 19.64% | 28.75%-9.1pp | 109.43%-89.8pp | 29.38%-9.7pp |
| Employer contribution / active EE | $9,653 | $2,571+275.5% | $3,653+164.2% | $2,177+343.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $582 | $624-6.6% | $5,795-90.0% | $847-31.3% |