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 |
|---|---|---|
GREENWOOD GEARHART, INC.1+ years Service code 27 · EIN 71-0656198 | Advisory (Plan) | $33,864 |
GREENWOOD GEARHART, INC.1+ years Filed as: GREENWOOD GROUP LTD Service code 13 · EIN 71-0726026 | Contract Administrator | $6,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,463 | $45,566-4.6% | $64,105-32.2% | $59,633-27.1% |
| Participation rate | 65.1% | 60.2%+4.9pp | 68.2%-3.1pp | 68.7%-3.6pp |
| Annual return | -2.97% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,406 | $934+50.5% | $1,820-22.8% | $2,203-36.2% |
| Participant deferral / active EE | $2,745 | $2,057+33.4% | $2,822-2.7% | $3,192-14.0% |
| Admin fee / account holder | $399 | $3,268-87.8% | $4,499-91.1% | $4,297-90.7% |