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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,759 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,885 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,243 | $78,483+7.3% | $106,201-20.7% | $74,546+13.0% |
| Participation rate | 77.5% | 72.8%+4.7pp | 75.3%+2.2pp | 67.2%+10.3pp |
| Annual return | 9.12% | 15.94%-6.8pp | 116.26%-107.1pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $934 | $2,522-63.0% | $3,170-70.5% | $2,624-64.4% |
| Participant deferral / active EE | $3,816 | $4,320-11.7% | $5,012-23.9% | $4,347-12.2% |
| Admin fee / account holder | $178 | $2,236-92.0% | $11,039-98.4% | $1,944-90.8% |