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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $292,666 |
C.F.A.O10+ years Service code 14 · EIN 95-1557079 | Plan Administrator | $248,708 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $41,774 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $26,980 |
Filed as: OPUS INVESTMENT ADVISORS, LLC Service code 19 · EIN 56-8559330 | Securities Custodian | $22,520 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $17,703 |
WEINBERG, ROGER & ROSENFELD10+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $14,515 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $5,050 |
Employer contribution per participant 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 | $58,958 | $98,776-40.3% | $119,126-50.5% | $89,670-34.2% |
| Participation rate | 88.9% | 83.1%+5.8pp | 75.8%+13.1pp | 71.2%+17.7pp |
| Annual return | 11.93% | 9.25%+2.7pp | 282.11%-270.2pp | 19.66%-7.7pp |
| Employer contribution / active EE | $157 | $5,802-97.3% | $4,034-96.1% | $4,041-96.1% |
| Participant deferral / active EE | $5,388 | $1,748+208.2% | $5,318+1.3% | $3,962+36.0% |
| Admin fee / account holder | $183 | $230-20.6% | $10,693-98.3% | $352-48.0% |