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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,074 |
IMA WEALTH INC2 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $15,427 |
BROCK AND COMPANY1 year Filed as: BROCK AND COMPANY, CPAS, P.C. Service code 10 · EIN 84-0930288 | Accounting | $8,657 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,790 | $72,620+7.1% | $90,760-14.3% | $66,938+16.2% |
| Participation rate | 40.2% | 73.7%-33.5pp | 75.7%-35.5pp | 69.8%-29.7pp |
| Annual return | -19.01% | -12.28%-6.7pp | -12.16%-6.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $774 | $2,369-67.3% | $2,922-73.5% | $2,545-69.6% |
| Participant deferral / active EE | $2,916 | $3,979-26.7% | $4,565-36.1% | $4,238-31.2% |
| Admin fee / account holder | $710 | $707+0.3% | $8,444-91.6% | $594+19.6% |