Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 P.O. BOX 2598 · RINCON, GA 31326 | Legal | $154,472 |
MERCER3+ years Service code 16 P.O. BOX 13793 · DALLAS, TX 75373 | Consulting | $148,355 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $31,117 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $17,143 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,907 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $12,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $222,332 | $88,874+150.2% | $123,553+79.9% | $75,289+195.3% |
| Participation rate | 97.5% | 75.9%+21.7pp | 82.3%+15.2pp | 72.4%+25.1pp |
| Annual return | -2.83% | 4.22%-7.1pp | 119.21%-122.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $4,869 | $3,256+49.5% | $4,628+5.2% | $2,405+102.4% |
| Participant deferral / active EE | $13,647 | $6,174+121.1% | $6,426+112.4% | $3,739+265.0% |
| Admin fee / account holder | $297 | $95+214.2% | $9,284-96.8% | $102+190.3% |