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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Contract Administrator; Other service... | $105,848 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $68,786 |
MARTIN & ASSOCIATES PL3 years Service code 10 · EIN 82-0553529 | Accounting | $13,200 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,240 |
Service code 19 | Securities Custodian | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,472 | $45,022+74.3% | $85,126-7.8% | $77,714+1.0% |
| Participation rate | 46.3% | 48.7%-2.4pp | 67.5%-21.3pp | 70.6%-24.3pp |
| Annual return | 9.26% | 79.38%-70.1pp | 66.63%-57.4pp | 31.26%-22.0pp |
| Employer contribution / active EE | $1,315 | $1,610-18.3% | $2,731-51.8% | $2,727-51.8% |
| Participant deferral / active EE | $2,800 | $2,811-0.4% | $4,523-38.1% | $4,649-39.8% |
| Admin fee / account holder | $547 | $913-40.1% | $6,160-91.1% | $433+26.3% |