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 |
|---|---|---|
Filed as: EVOLVE RETIREMENT PLAN SOLUTIONS Service code 11 · EIN 83-3736646 | Actuarial | $42,363 |
CORVUS WEALTH4 years Service code 15 · EIN 85-3315053 | Recordkeeping | $25,574 |
HICKS PENSION SERVICES5 years Service code 15 · EIN 77-0155091 | Recordkeeping | $10,975 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $6,448 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,917 | $73,149-5.8% | $120,580-42.8% | $77,762-11.4% |
| Participation rate | 49.2% | 55.2%-6.0pp | 72.0%-22.7pp | 70.6%-21.4pp |
| Annual return | 9.68% | 18.24%-8.6pp | 107.48%-97.8pp | 31.27%-21.6pp |
| Employer contribution / active EE | $1,442 | $1,793-19.6% | $3,469-58.4% | $2,728-47.1% |
| Participant deferral / active EE | $2,230 | $3,006-25.8% | $4,995-55.4% | $4,651-52.1% |
| Admin fee / account holder | $318 | $660-51.8% | $9,418-96.6% | $433-26.6% |