Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $38,300 |
PURDY, DONOVAN, & BEAL, LLP1+ years Filed as: PURDY, DONOVAN & BEAL LLP Service code 10 · EIN 38-1339335 | Accounting | $22,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,643 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,390 | $99,957-0.6% | $149,730-33.6% | $73,493+35.2% |
| Participation rate | 35.5% | 75.7%-40.2pp | 82.5%-46.9pp | 70.7%-35.1pp |
| Annual return | 10.37% | 53.87%-43.5pp | 276.70%-266.3pp | 28.51%-18.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,603 | $6,073-57.1% | $6,843-62.0% | $3,740-30.4% |
| Admin fee / account holder | $422 | $551-23.3% | $9,310-95.5% | $513-17.7% |