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 |
|---|---|---|
B. CHAPIN7 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $35,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,358 | $91,760-29.9% | $156,181-58.8% | $67,986-5.3% |
| Participation rate | 95.8% | 65.0%+30.8pp | 78.8%+17.0pp | 57.2%+38.6pp |
| Annual return | 13.27% | 18.14%-4.9pp | 64.87%-51.6pp | 31.67%-18.4pp |
| Employer contribution / active EE | $3,959 | $2,419+63.6% | $4,294-7.8% | $2,019+96.1% |
| Participant deferral / active EE | $4,183 | $3,960+5.6% | $6,132-31.8% | $3,358+24.6% |
| Admin fee / account holder | $302 | $3,949-92.4% | $14,586-97.9% | $3,203-90.6% |