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 |
|---|---|---|
EVANSON ASSET MANAGEMENT5+ years Service code 28 3483 GREENFIELD PLACE · CARMEL, CA 93923 | Investment Management | $7,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $788,470 | $52,961+1388.8% | $172,752+356.4% | $65,185+1109.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.05% | 30.12%-11.1pp | 802.97%-783.9pp | 29.38%-10.3pp |
| Employer contribution / active EE | $31,702 | $2,190+1347.5% | $5,144+516.3% | $2,177+1356.4% |
| Participant deferral / active EE | $4,415 | $2,471+78.7% | $5,198-15.1% | $3,514+25.6% |
| Admin fee / account holder | $1,020 | $472+116.2% | $13,955-92.7% | $847+20.4% |