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 |
|---|---|---|
BLATT & DAUMAN LLP2 years Service code 10 · EIN 11-2778625 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,643 | $95,417-37.5% | $135,974-56.1% | $74,460-19.9% |
| Participation rate | 96.7% | 78.2%+18.5pp | 81.9%+14.8pp | 70.7%+25.9pp |
| Annual return | 23.99% | 32.76%-8.8pp | 68.30%-44.3pp | 34.38%-10.4pp |
| Employer contribution / active EE | $2,431 | $3,878-37.3% | $4,859-50.0% | $2,638-7.9% |
| Participant deferral / active EE | $8,643 | $7,789+11.0% | $7,760+11.4% | $4,530+90.8% |
| Admin fee / account holder | -$49 | $266-118.4% | $10,767-100.5% | $348-114.1% |