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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $31,904 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,195 |
Filed as: VANDER PLOEG BERGAAKER & ASSOC. Service code 10 4145 EMBASSY DRIVE SE · GRAND RAPIDS, MI 49546 | Accounting | $19,800 |
WATKINS ROSS1 year Service code 15 · EIN 38-1477362 | Recordkeeping | $12,912 |
MATHESON FINANCIAL ADVISORS INC6+ years Service code 10 · EIN 20-0431875 | Accounting | $8,000 |
Service code 29 900 FIFTH THIRD CENTER · GRAND RAPIDS, MI 495032487 | Legal | $1,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,694 | $99,957-12.3% | $149,745-41.4% | $73,497+19.3% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 22.86% | 53.87%-31.0pp | 276.72%-253.9pp | 28.51%-5.7pp |
| Employer contribution / active EE | $2,490 | $3,191-22.0% | $4,646-46.4% | $2,270+9.7% |
| Participant deferral / active EE | $5,925 | $6,073-2.4% | $6,843-13.4% | $3,740+58.4% |
| Admin fee / account holder | $348 | $551-36.9% | $9,312-96.3% | $513-32.2% |