Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
B. CHAPIN2 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $21,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,175 | $81,494-24.9% | $133,978-54.3% | $73,497-16.8% |
| Participation rate | 84.5% | 76.4%+8.1pp | 79.8%+4.6pp | 70.7%+13.8pp |
| Annual return | 11.30% | 19.40%-8.1pp | 45.10%-33.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,820 | $2,210-17.6% | $3,919-53.6% | $2,270-19.8% |
| Participant deferral / active EE | $3,170 | $3,787-16.3% | $5,047-37.2% | $3,740-15.2% |
| Admin fee / account holder | $311 | $713-56.4% | $8,930-96.5% | $513-39.4% |