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 |
|---|---|---|
SUMMIT EQUITIES, INC.4+ years Service code 26 · EIN 22-2387914 | Advisory (Participants) | $372,560 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL- ANDY LUBASH Service code 26 · EIN 04-3046611 | Advisory (Participants) | $122,500 |
Filed as: JP MORGAN CHASE Service code 27 · EIN 13-4110995 | Advisory (Plan) | $85,000 |
Filed as: VERDENCE CAPITAL ADVISORS Service code 26 · EIN 82-1548745 | Advisory (Participants) | $77,145 |
ROLAND CRISS FIDUCIARY SERVICES4+ years Filed as: ROLAND CRISS Service code 12 · EIN 75-2866255 | Plan Administrator; Other fees; Named... | $63,000 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL Service code 26 · EIN 31-1801770 | Advisory (Participants) | $48,092 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,473 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,484 |
Service code 26 · EIN 20-2438945 | Advisory (Participants) | $5,348 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | -$99,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,329 | $68,110+54.6% | $155,556-32.3% | $99,313+6.1% |
| Participation rate | 61.1% | 67.8%-6.7pp | 78.2%-17.1pp | 71.7%-10.6pp |
| Annual return | 18.82% | 16.16%+2.7pp | 64.84%-46.0pp | 17.67%+1.2pp |
| Employer contribution / active EE | $4,302 | $2,291+87.8% | $4,675-8.0% | $3,264+31.8% |
| Participant deferral / active EE | $3,452 | $3,865-10.7% | $5,631-38.7% | $5,346-35.4% |
| Admin fee / account holder | $189 | $94+101.6% | $15,885-98.8% | $109+73.6% |