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 |
|---|---|---|
LEVERAGE RETIREMENT, INC.6 years Service code 64 · EIN 75-1983809 PO BOX 889 · ALLEN, TX 75013 | Recordkeeping Fees | $140,665 |
Filed as: HUSELTON MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 12221 MERIT DRIVE, SUITE 1800 · DALLAS, TX 75251 | Accounting | $21,825 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,195 | $175,231-62.2% | $149,696-55.8% | $139,466-52.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.15% | 166.77%-158.6pp | 134.46%-126.3pp | 373.66%-365.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,677 | $16,155-89.6% | $13,212-87.3% | $11,409-85.3% |