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 | Participant communication; Shareholde... | $64,623 |
ACUFF & ASSOCIATES, INC.6+ years Service code 16 · EIN 62-1477251 | Consulting | $15,760 |
LBMC, PC4 years Service code 10 · EIN 62-1199757 | Accounting | $13,500 |
LEE, DANNER & BASS, INC.6+ years Service code 33 · EIN 62-1327844 | Securities brokerage; Securities brok... | $10,630 |
NATIONAL FINANCIAL SERVICES5 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 | $166,422 | $52,293+218.2% | $178,499-6.8% | $73,412+126.7% |
| Participation rate | 97.4% | 65.3%+32.1pp | 81.9%+15.5pp | 72.2%+25.2pp |
| Annual return | 18.30% | 34.75%-16.4pp | 151.10%-132.8pp | 59.30%-41.0pp |
| Employer contribution / active EE | $7,489 | $1,735+331.6% | $5,011+49.4% | $2,234+235.3% |
| Participant deferral / active EE | $3,390 | $2,332+45.4% | $5,202-34.8% | $3,806-10.9% |
| Admin fee / account holder | $323 | $127+153.9% | $13,986-97.7% | $158+104.8% |