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 27 · EIN 47-1411118 | Advisory (Plan) | $34,882 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,660 |
Participant contribution per participant 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 | $69,598 | $84,482-17.6% | $125,363-44.5% | $66,930+4.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 82.4%-7.4pp | 69.8%+5.2pp |
| Annual return | -13.63% | -8.49%-5.1pp | 572.15%-585.8pp | 1.57%-15.2pp |
| Employer contribution / active EE | $8,022 | $3,553+125.8% | $4,815+66.6% | $2,545+215.2% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $257 | $685-62.5% | $10,005-97.4% | $593-56.7% |