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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 | Custodial (other than securities); In... | $115,033 |
TRI-AD ACTUARIES, INC.2+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 · EIN 31-1214674 | Recordkeeping | $14,040 |
HORAN CAPITAL ADVISORS2+ years Service code 27 · EIN 27-1658127 | Advisory (Plan) | $13,729 |
SCHEAR & SCHEAR2+ years Service code 10 · EIN 31-1397714 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,390 | $63,924+64.9% | $108,582-2.9% | $55,167+91.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 7.36% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $6,704 | $1,879+256.8% | $3,758+78.4% | $1,963+241.6% |
| Participant deferral / active EE | $4,158 | $3,067+35.6% | $4,311-3.5% | $3,054+36.1% |
| Admin fee / account holder | $778 | $618+25.9% | $7,645-89.8% | $504+54.4% |