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 |
|---|---|---|
DODGE & COX1 year Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $608,336 |
BENESYS, INC.7+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $218,212 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $191,056 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $50,000 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $39,308 |
LEONARD CARDER, LLP7+ years Service code 29 · EIN 94-2819269 | Legal | $38,468 |
Service code 49 · EIN 94-6411032 | Other Services | $12,103 |
STEPHEN HORN INSURANCE SERVICES7+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,788 | $88,770+90.1% | $109,191+54.6% | $93,010+81.5% |
| Participation rate | 98.2% | 81.5%+16.7pp | 75.9%+22.3pp | 73.9%+24.3pp |
| Annual return | 15.63% | 60.64%-45.0pp | 25.76%-10.1pp | 158.70%-143.1pp |
| Employer contribution / active EE | $8,216 | $3,780+117.4% | $3,723+120.7% | $2,705+203.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $391 | $172+127.1% | $6,756-94.2% | $152+158.0% |