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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $105,604 |
ACUFF & ASSOCIATES, INC.3+ years Service code 16 · EIN 62-1477251 | Consulting | $21,258 |
LEE, DANNER & BASS, INC.3+ years Service code 33 · EIN 62-1327844 | Securities brokerage commissions and ... | $15,459 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $12,500 |
Filed as: TBH GLOBAL ASSET MANAGEMENT Service code 33 · EIN 26-1445283 | Securities brokerage commissions and ... | $7,474 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,077 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,698 | $46,173+232.9% | $170,435-9.8% | $69,631+120.7% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.1pp |
| Annual return | 17.38% | 21.62%-4.2pp | 205.94%-188.6pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $7,144 | $1,610+343.8% | $5,432+31.5% | $2,032+251.6% |
| Participant deferral / active EE | $3,404 | $2,080+63.6% | $4,939-31.1% | $3,224+5.6% |
| Admin fee / account holder | $359 | $116+209.6% | $13,881-97.4% | $110+225.1% |