Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $123,135 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $26,404 |
Filed as: LANE GORMAN TRUBITT,LLC Service code 10 · EIN 75-1044330 | Accounting | $21,500 |
SD MAYER & ASSOCIATES1 year Filed as: SD MAYER ASSOCIATES Service code 27 · EIN 46-1171913 | Advisory (Plan) | $9,950 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $8,103 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,948 | $36,943-10.8% | $52,425-37.2% | $103,975-68.3% |
| Participation rate | 23.1% | 27.5%-4.5pp | 55.6%-32.6pp | 72.5%-49.5pp |
| Annual return | 18.59% | 17.59%+1.0pp | 302.12%-283.5pp | 19.41%-0.8pp |
| Employer contribution / active EE | $272 | $884-69.3% | $914-70.3% | $3,722-92.7% |
| Participant deferral / active EE | $1,182 | $1,347-12.3% | $1,790-34.0% | $5,343-77.9% |
| Admin fee / account holder | $369 | $508-27.4% | $2,495-85.2% | $332+10.9% |