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 |
|---|---|---|
COOK STREET CONSULTING4 years Service code 16 · EIN 84-0854432 | Consulting | $50,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $22,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $300,159 | $63,365+373.7% | $91,994+226.3% | $72,975+311.3% |
| Participation rate | 91.4% | 72.5%+18.9pp | 78.6%+12.7pp | 69.5%+21.9pp |
| Annual return | 23.04% | 35.35%-12.3pp | 69.04%-46.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $13,048 | $2,116+516.8% | $3,453+277.9% | $2,440+434.7% |
| Participant deferral / active EE | $15,055 | $4,883+208.3% | $5,924+154.1% | $3,608+317.3% |
| Admin fee / account holder | $376 | $4,670-91.9% | $7,744-95.1% | $5,124-92.7% |