Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $308,277 |
Filed as: FIRST HEARTLAND CONSULTANTS INC Service code 16 · EIN 43-1635589 | Consulting | $45,000 |
KPMG LLP3+ years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $14,200 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $646,311 | $101,523+536.6% | $141,200+357.7% | $77,775+731.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 82.5%-82.5pp | 73.2%-73.2pp |
| Annual return | 24.68% | 56.22%-31.5pp | 71.41%-46.7pp | 32.58%-7.9pp |
| Employer contribution / active EE | $2,093 | $3,341-37.4% | $4,736-55.8% | $2,504-16.4% |
| Participant deferral / active EE | $4,913 | $6,434-23.6% | $6,710-26.8% | $3,966+23.9% |
| Admin fee / account holder | $1,276 | $92+1293.9% | $10,265-87.6% | $100+1175.1% |