Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CURAFIN ADVISORS2 years Service code 26 · EIN 85-1065038 15333 N. PIMA ROAD · SCOTTSDALE, AZ 85260 | Advisory (Participants) | $24,688 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,543 |
MGKS2 years Service code 11 · EIN 86-1001235 7600 NORTH 16TH STREET · PHOENIX, AZ 85020 | Actuarial | $7,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,822 | $76,669-68.9% | $96,520-75.3% | $71,495-66.7% |
| Participation rate | 87.0% | 66.6%+20.4pp | 74.3%+12.6pp | 67.9%+19.0pp |
| Annual return | 18.80% | 48.29%-29.5pp | 35.72%-16.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,610 | $3,031+19.1% | $3,739-3.4% | $2,589+39.4% |
| Participant deferral / active EE | $7,105 | $3,771+88.4% | $4,879+45.6% | $4,291+65.6% |
| Admin fee / account holder | $332 | $2,028-83.6% | $6,733-95.1% | $1,588-79.1% |