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 |
|---|---|---|
THE BVA GROUP3+ years Service code 29 · EIN 75-2326337 5601 GRANITE PKWY, STE 740 · PLANO, TX 75024 | Legal | $41,278 |
WEINSTEIN ZUGMAN, LLC3+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 3 GREENWAY PLAZA, SUITE 1700 · HOUSTON, TX 77046 | Accounting | $32,000 |
ASCENDANT ADVISORS3+ years Service code 20 · EIN 27-0666968 AWM SERVICES, INC. · HOUSTON, TX 77056 | Trustee (individual) | $29,119 |
GREATBANC TRUST COMPANY3+ years Filed as: GREATBANC Service code 26 · EIN 36-3681493 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Advisory (Participants) | $27,411 |
UNITED RETIREMENT PENSION CORP3+ years Service code 24 · EIN 25-1759623 545 METRP PLACE SOUTH · DUBLIN, OH 43017 | Discretionary Trustee | $9,825 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,863 | $80,753-40.7% | $136,298-64.9% | $62,293-23.2% |
| Participation rate | 92.0% | 73.5%+18.5pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 1.81% | 35.83%-34.0pp | 5156.27%-5154.5pp | 28.90%-27.1pp |
| Employer contribution / active EE | $7,500 | $2,884+160.1% | $4,696+59.7% | $2,042+267.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $354 | $525-32.7% | $9,244-96.2% | $479-26.2% |