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 |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $39,773 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP,INC. Service code 15 · EIN 27-4411131 | Recordkeeping | $35,968 |
BAIRD INSURANCE SERVICES INC5+ years Filed as: J.J.B. HILLIARD, W.L. LYONS, LLC Service code 27 10200 FOREST GREEN BLVD SUITE 500 · LOUISVILLE, KY 40223 | Advisory (Plan) | $32,500 |
Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,775 |
MOUNTJOY CHILTON MEDLEY LLP5+ years Filed as: MOUNTJOY, CHILDTON, MEDLEY, LLP Service code 10 · EIN 27-1235638 | Accounting | $13,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $393,125 | $89,652+338.5% | $141,177+178.5% | $65,185+503.1% |
| Participation rate | 90.4% | 74.7%+15.7pp | 82.5%+8.0pp | 70.2%+20.2pp |
| Annual return | 22.19% | 32.79%-10.6pp | 71.40%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $7,985 | $3,065+160.6% | $4,736+68.6% | $2,177+266.9% |
| Participant deferral / active EE | $8,001 | $5,691+40.6% | $6,710+19.2% | $3,514+127.7% |
| Admin fee / account holder | $486 | $569-14.4% | $10,263-95.3% | $847-42.6% |