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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,353 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,573 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $18,000 |
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 | $65,996 | $88,137-25.1% | $164,975-60.0% | $74,429-11.3% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 25.00% | 17.13%+7.9pp | 70.12%-45.1pp | 1368.38%-1343.4pp |
| Employer contribution / active EE | $3,158 | $2,597+21.6% | $4,343-27.3% | $2,625+20.3% |
| Participant deferral / active EE | $8,280 | $4,501+84.0% | $6,033+37.2% | $4,348+90.4% |
| Admin fee / account holder | $329 | $2,231-85.2% | $12,688-97.4% | $1,944-83.1% |