Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HLB GROSS COLLINS3 years Filed as: HLB GROSS COLLINS, P.C. Service code 10 · EIN 58-1367012 | Accounting | $29,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,457 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,965 | $73,459+49.7% | $178,528-38.4% | $74,429+47.7% |
| Participation rate | 91.9% | 66.5%+25.4pp | 77.1%+14.8pp | 67.2%+24.7pp |
| Annual return | 17.34% | 17.50%-0.2pp | 27.11%-9.8pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $1,968 | $2,219-11.3% | $3,950-50.2% | $2,625-25.0% |
| Participant deferral / active EE | $5,453 | $4,515+20.8% | $6,278-13.1% | $4,348+25.4% |
| Admin fee / account holder | $428 | $1,812-76.4% | $10,419-95.9% | $1,944-78.0% |