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 |
|---|---|---|
EKON BENEFITS10+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $64,354 |
GPB CORP4 years Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $34,496 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $21,304 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $18,351 |
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.)
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 | $167,841 | $83,369+101.3% | $105,223+59.5% | $67,986+146.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 15.46% | 24.64%-9.2pp | 180.65%-165.2pp | 31.67%-16.2pp |
| Employer contribution / active EE | $8,909 | $2,541+250.6% | $3,689+141.5% | $2,019+341.3% |
| Participant deferral / active EE | $851 | $3,295-74.2% | $5,072-83.2% | $3,358-74.7% |
| Admin fee / account holder | $471 | $4,073-88.4% | $8,859-94.7% | $3,203-85.3% |