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 |
|---|---|---|
Filed as: LANE GORMAN TRUBITT PLLA Service code 10 · EIN 75-1044330 | Accounting | $7,250 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,548 | $48,064-34.4% | $78,778-60.0% | $69,631-54.7% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.2%-20.5pp | 70.7%-22.0pp |
| Annual return | 17.52% | 21.81%-4.3pp | 35.62%-18.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $813 | $744+9.3% | $1,986-59.1% | $2,032-60.0% |
| Participant deferral / active EE | $2,101 | $2,079+1.0% | $2,958-29.0% | $3,224-34.8% |
| Admin fee / account holder | $58 | $152-61.5% | $5,134-98.9% | $110-47.0% |