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 |
|---|---|---|
CFO4LIFE5 years Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $110,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,051 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,908 | $89,465-36.4% | $165,100-65.5% | $77,762-26.8% |
| Participation rate | 91.4% | 78.6%+12.8pp | 78.6%+12.8pp | 70.6%+20.8pp |
| Annual return | 18.36% | 28.86%-10.5pp | 70.21%-51.9pp | 31.27%-12.9pp |
| Employer contribution / active EE | $3,418 | $2,565+33.3% | $4,348-21.4% | $2,728+25.3% |
| Participant deferral / active EE | $6,875 | $4,904+40.2% | $6,035+13.9% | $4,651+47.8% |
| Admin fee / account holder | $324 | $340-4.7% | $12,696-97.4% | $433-25.2% |