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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 45-0479693 | Advisory (Plan) | $24,591 |
ASPIRE FINANCIAL SERVICES1+ years Service code 15 · EIN 81-0557695 | Recordkeeping | $13,339 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR RIGGS & INGRAM LLC Service code 10 · EIN 72-1396621 | Accounting | $11,827 |
MATTHEWS BENEFIT GROUP, INC.1+ years Service code 15 · EIN 59-3056586 | Recordkeeping | $10,443 |
LT TRUST COMPANY1+ years Filed as: TD TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $9,436 |
HILL WARD HENDERSON1+ years Service code 29 3700 BANK OF AMERICA PLAZA · TAMPA, FL 33602 | Legal | $6,147 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,574 | $72,177+269.3% | $115,038+131.7% | $59,633+347.0% |
| Participation rate | 80.3% | 72.6%+7.7pp | 81.4%-1.1pp | 68.7%+11.6pp |
| Annual return | 1.38% | 12.02%-10.6pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $6,740 | $2,841+137.2% | $4,608+46.3% | $2,203+206.0% |
| Participant deferral / active EE | $3,973 | $4,783-16.9% | $6,026-34.1% | $3,192+24.5% |
| Admin fee / account holder | $845 | $4,927-82.9% | $8,175-89.7% | $4,297-80.3% |