Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 32451 GOLDEN LANTERN · LAGUNA NIGUEL, CA 92677 | Advisory (Plan) | $66,602 |
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $20,803 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,972 | $79,209+38.8% | $102,434+7.4% | $74,459+47.7% |
| Participation rate | 87.0% | 74.8%+12.3pp | 76.5%+10.5pp | 67.2%+19.8pp |
| Annual return | 16.28% | 54.98%-38.7pp | 29.46%-13.2pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $5,827 | $2,362+146.7% | $3,023+92.7% | $2,626+121.9% |
| Participant deferral / active EE | $17,527 | $4,417+296.8% | $5,055+246.7% | $4,350+303.0% |
| Admin fee / account holder | $414 | $2,002-79.3% | $9,462-95.6% | $1,945-78.7% |