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 |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $20,964 |
RP FINANCIAL1 year Filed as: RP FINANCIAL, LC. Service code 34 1311A DOLLEY MADISON BLVD · MCLEAN, VA 22101 | Valuation (appraisals, etc.); Direct ... | $15,800 |
EIDE BAILLY LLP7 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $8,439 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,989 | $122,063-3.3% | $184,256-36.0% | $74,478+58.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.71% | 19.92%-8.2pp | 28.85%-17.1pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $385 | $1,253-69.2% | $13,899-97.2% | $1,946-80.2% |