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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $56,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,421 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,141,962 | $72,177+2867.7% | $115,038+1762.0% | $59,633+3491.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.74% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.47%-2046.2pp |
| Employer contribution / active EE | $35,177 | $2,841+1138.1% | $4,608+663.4% | $2,203+1497.0% |
| Participant deferral / active EE | $18,146 | $4,783+279.4% | $6,026+201.1% | $3,192+468.5% |
| Admin fee / account holder | $497 | $4,927-89.9% | $8,175-93.9% | $4,297-88.4% |