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 49 · EIN 04-2530412 | Other Services | $23,937 |
FORVIS, LLP1 year Filed as: FORVIS MARZARS Service code 99 · EIN 44-0160260 | Other Fees | $17,850 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,586 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,134 | $106,230-16.1% | $147,080-39.4% | $77,736+14.7% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 21.19% | 56.91%-35.7pp | 420.17%-399.0pp | 31.26%-10.1pp |
| Employer contribution / active EE | $3,484 | $4,072-14.4% | $4,933-29.4% | $2,728+27.7% |
| Participant deferral / active EE | $8,975 | $8,001+12.2% | $8,066+11.3% | $4,651+93.0% |
| Admin fee / account holder | $55 | $338-83.6% | $12,989-99.6% | $433-87.2% |