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: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,000 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $10,900 |
WITHUMSMITH+BROWN, PC5 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $6,380 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $6,000 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,600 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,200 |
Filed as: FIDELITY INVEST INST. OPR. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,462 | $52,293+199.2% | $178,499-12.3% | $73,412+113.1% |
| Participation rate | 91.4% | 65.3%+26.0pp | 81.9%+9.5pp | 72.2%+19.2pp |
| Annual return | 14.93% | 34.75%-19.8pp | 151.10%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $3,010 | $1,735+73.4% | $5,011-39.9% | $2,234+34.7% |
| Participant deferral / active EE | $6,498 | $2,332+178.6% | $5,202+24.9% | $3,806+70.7% |
| Admin fee / account holder | $44 | $127-65.6% | $13,986-99.7% | $158-72.3% |