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 |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $31,610 |
Service code 29 · EIN 43-1706479 | Legal | $16,025 |
NOVAK BIRKS, P.C.3+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $11,315 |
MERTZ INSURANCE1 year Filed as: MERTZ INSURANCE GROUP Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $5,558 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 | Investment Management | $5,124 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,952 | $60,545+60.1% | $92,240+5.1% | $69,631+39.2% |
| Participation rate | 25.3% | 72.2%-46.8pp | 76.5%-51.1pp | 70.7%-45.3pp |
| Annual return | 13.57% | 19.71%-6.1pp | 176.29%-162.7pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $3,007 | $2,633+14.2% | $3,680-18.3% | $2,032+48.0% |
| Participant deferral / active EE | $5 | $2,828-99.8% | $3,897-99.9% | $3,224-99.9% |
| Admin fee / account holder | $477 | $145+229.5% | $5,194-90.8% | $110+331.9% |