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 |
|---|---|---|
ROBINSON & COLE LLP2 years Filed as: ROBINSON, GRIMES AND COMPANY, P.C. Service code 10 · EIN 58-1374304 | Accounting | $14,400 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,400 | $77,920+113.6% | $149,723+11.1% | $75,177+121.3% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 12.52% | 31.72%-19.2pp | 134.50%-122.0pp | 160.75%-148.2pp |
| Employer contribution / active EE | $6,925 | $3,138+120.7% | $4,821+43.6% | $2,671+159.2% |
| Participant deferral / active EE | $5,244 | $3,411+53.7% | $5,682-7.7% | $4,126+27.1% |
| Admin fee / account holder | $535 | $5,951-91.0% | $13,215-96.0% | $5,651-90.5% |