Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $39,315 |
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 26 · EIN 87-4130828 | Advisory (Participants) | $30,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $66,090 | $101,591-34.9% | $147,096-55.1% | $74,429-11.2% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.2%-26.1pp | 67.2%-11.2pp |
| Annual return | 30.37% | 8746.45%-8716.1pp | 419.75%-389.4pp | 1368.38%-1338.0pp |
| Employer contribution / active EE | $642 | $3,813-83.2% | $4,936-87.0% | $2,625-75.5% |
| Participant deferral / active EE | $5,459 | $7,302-25.2% | $8,071-32.4% | $4,348+25.5% |
| Admin fee / account holder | $452 | $1,750-74.2% | $13,005-96.5% | $1,944-76.7% |