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 |
|---|---|---|
KINGFISHER CAPITAL LLC6+ years Filed as: KINGFISHER CAPITAL, LLC Service code 27 201 S COLLEGE ST. · CHARLOTTE, NC 28244 | Advisory (Plan) | $50,910 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $17,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,752 | $81,474+12.6% | $133,959-31.5% | $73,493+24.8% |
| Participation rate | 69.9% | 76.4%-6.5pp | 79.8%-10.0pp | 70.7%-0.8pp |
| Annual return | 8.05% | 19.40%-11.4pp | 45.09%-37.0pp | 28.51%-20.5pp |
| Employer contribution / active EE | $814 | $2,209-63.2% | $3,919-79.2% | $2,270-64.2% |
| Participant deferral / active EE | $3,381 | $3,786-10.7% | $5,047-33.0% | $3,740-9.6% |
| Admin fee / account holder | $495 | $713-30.6% | $8,928-94.5% | $513-3.5% |