Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC1 year Filed as: COMPASS FINANCIAL GROUP Service code 27 4300 SOUTH LOUISE AVENUE · SIOUX FALLS, SD 57106 | Advisory (Plan) | $33,157 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,594 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,276 | $99,994-24.7% | $146,647-48.7% | $85,851-12.3% |
| Participation rate | 81.8% | 73.1%+8.8pp | 80.1%+1.7pp | 69.3%+12.5pp |
| Annual return | 13.43% | 18.93%-5.5pp | 22.75%-9.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $3,356 | $2,559+31.2% | $4,137-18.9% | $2,565+30.8% |
| Participant deferral / active EE | $3,908 | $4,006-2.4% | $5,506-29.0% | $3,952-1.1% |
| Admin fee / account holder | $454 | $7,703-94.1% | $10,281-95.6% | $6,261-92.8% |