Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPITAL MGMT SERVICES INC4 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $26,184 |
Service code 26 · EIN 82-3939580 | Advisory (Participants) | $23,644 |
Filed as: HARDING SHYMANSKI AND COMPANY P.S.C Service code 10 PO BOX 3677 · EVANSVILLE, IN 47735 | Accounting | $22,300 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $18,185 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 26 · EIN 31-1301863 | Advisory (Participants) | $11,800 |
RETIREMENT, LLC1 year Filed as: MJ RETIREMENT Service code 16 PO BOX 3430 · CARMEL, IN 46082 | Consulting | $8,723 |
Service code 26 1180 MEDICAL COURT · CARMEL, IN 46032 | Advisory (Participants) | $8,387 |
AMERICAN FUNDS7 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $7,231 |
Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $7,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $500 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,595 | $106,264+269.5% | $147,117+166.9% | $77,762+404.9% |
| Participation rate | 75.0% | 78.4%-3.4pp | 82.2%-7.2pp | 70.6%+4.4pp |
| Annual return | 28.86% | 56.94%-28.1pp | 420.54%-391.7pp | 31.27%-2.4pp |
| Employer contribution / active EE | $5,688 | $4,074+39.6% | $4,932+15.3% | $2,728+108.5% |
| Participant deferral / active EE | $13,665 | $8,003+70.7% | $8,065+69.4% | $4,651+193.8% |
| Admin fee / account holder | $303 | $334-9.3% | $12,993-97.7% | $433-29.9% |