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 49 · EIN 04-1590850 | Other Services | $76,656 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $8,000 |
BONSET AMERICA CORPORATION4+ years Service code 10 · EIN 56-1645992 | Accounting | $7,341 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,600 | $58,093+62.8% | $80,022+18.2% | $56,289+68.1% |
| Participation rate | 98.6% | 73.6%+25.0pp | 75.8%+22.8pp | 69.9%+28.7pp |
| Annual return | -3.02% | 34.63%-37.6pp | 11.22%-14.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $3,041 | $1,933+57.3% | $2,468+23.2% | $2,111+44.0% |
| Participant deferral / active EE | $4,941 | $3,136+57.5% | $3,686+34.0% | $3,350+47.5% |
| Admin fee / account holder | $516 | $623-17.1% | $6,521-92.1% | $521-0.9% |