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 |
|---|---|---|
THE MUTUAL FUND STORE2+ years Filed as: THE MUTUAL FUND STORE-KC Service code 27 · EIN 48-1088655 | Advisory (Plan) | $55,695 |
NOVAK BIRKS, P.C.2+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $15,180 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 | Investment Management | $8,449 |
MERTZ INSURANCE2+ years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $6,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,966 | $57,921+10.4% | $84,753-24.5% | $57,658+10.9% |
| Participation rate | 45.9% | 72.9%-27.0pp | 76.6%-30.7pp | 70.2%-24.3pp |
| Annual return | 6.02% | 10.24%-4.2pp | 22.78%-16.8pp | 5.13%+0.9pp |
| Employer contribution / active EE | $3,587 | $2,598+38.1% | $3,574+0.4% | $1,974+81.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $369 | $130+184.2% | $5,333-93.1% | $95+289.9% |