Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $80,055 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,869 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $21,000 |
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 | $125,681 | $101,653+23.6% | $147,080-14.5% | $74,459+68.8% |
| Participation rate | 88.3% | 75.6%+12.7pp | 82.2%+6.1pp | 67.2%+21.1pp |
| Annual return | 5.12% | 8754.98%-8749.9pp | 420.17%-415.1pp | 1369.70%-1364.6pp |
| Employer contribution / active EE | $10,048 | $3,813+163.5% | $4,933+103.7% | $2,626+282.7% |
| Participant deferral / active EE | $15,072 | $7,304+106.3% | $8,066+86.8% | $4,350+246.5% |
| Admin fee / account holder | $527 | $1,752-69.9% | $12,989-95.9% | $1,945-72.9% |