Filed February 4, 2020
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 64 · EIN 04-2647786 | Recordkeeping Fees | $56,750 |
ARGI INVESTMENT SERVICES LLC2 years Service code 27 · EIN 27-1003080 | Advisory (Plan) | $50,850 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,683 | $86,225-13.4% | $146,647-49.1% | $86,821-14.0% |
| Participation rate | 73.5% | 78.0%-4.4pp | 80.1%-6.5pp | 72.3%+1.2pp |
| Annual return | 14.96% | 31.23%-16.3pp | 22.75%-7.8pp | 97.94%-83.0pp |
| Employer contribution / active EE | $1,451 | $2,392-39.3% | $4,137-64.9% | $2,406-39.7% |
| Participant deferral / active EE | $3,928 | $4,245-7.5% | $5,506-28.7% | $4,132-4.9% |
| Admin fee / account holder | $412 | $195+111.0% | $10,281-96.0% | $170+143.1% |