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 |
|---|---|---|
BMO HARRIS BANK NA3+ years Filed as: BMO FINANCIAL GROUP Service code 15 | Recordkeeping | $32,783 |
LEE CPA AUDIT GROUP3+ years Filed as: T.N. RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $10,074 |
INVESTMENT CONSULTING GROUP3+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
HARVEY & STUCKEL3+ years Service code 29 · EIN 37-1064984 | Legal | $6,608 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,883 | $58,726+221.6% | $92,240+104.8% | $62,293+203.2% |
| Participation rate | 94.1% | 68.3%+25.7pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 14.37% | 43.62%-29.2pp | 176.29%-161.9pp | 28.90%-14.5pp |
| Employer contribution / active EE | $7,955 | $2,392+232.6% | $3,680+116.2% | $2,042+289.5% |
| Participant deferral / active EE | $890 | $2,766-67.8% | $3,897-77.2% | $3,169-71.9% |
| Admin fee / account holder | $347 | $556-37.7% | $5,194-93.3% | $479-27.6% |