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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $46,630 |
FIDUCIARY CONSULTING GROUP3 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Other services; Participant loan proc... | $31,667 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $23,406 |
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,297 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,500 | $60,454+15.0% | $81,844-15.1% | $74,459-6.7% |
| Participation rate | 62.7% | 63.0%-0.3pp | 72.4%-9.7pp | 67.2%-4.5pp |
| Annual return | 13.67% | 16.87%-3.2pp | 778.87%-765.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,012 | $2,630-61.5% | $2,916-65.3% | $2,626-61.4% |
| Participant deferral / active EE | $3,075 | $3,398-9.5% | $4,323-28.9% | $4,350-29.3% |
| Admin fee / account holder | $615 | $1,490-58.7% | $7,355-91.6% | $1,945-68.4% |