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: TURNER, WARREN, HWANG & CONRAD Service code 10 · EIN 95-4083485 | Accounting | $29,510 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,948 |
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).
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 | $54,064 | $58,923-8.2% | $97,167-44.4% | $74,546-27.5% |
| Participation rate | 37.7% | 63.6%-25.9pp | 72.7%-35.0pp | 67.2%-29.5pp |
| Annual return | 11.73% | 16.04%-4.3pp | 75.27%-63.5pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $1,098 | $1,894-42.0% | $2,729-59.8% | $2,624-58.2% |
| Participant deferral / active EE | $2,007 | $3,664-45.2% | $4,264-52.9% | $4,347-53.8% |
| Admin fee / account holder | $363 | $1,974-81.6% | $5,650-93.6% | $1,944-81.3% |