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 37 · EIN 04-2647786 | Loan Processing | $71,192 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $49,646 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,428,014 | $93,620+2493.5% | $135,998+1685.3% | $75,184+3129.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.29% | 31.00%-8.7pp | 68.37%-46.1pp | 160.78%-138.5pp |
| Employer contribution / active EE | $41,419 | $3,538+1070.8% | $4,860+752.3% | $2,671+1450.5% |
| Participant deferral / active EE | $23,166 | $6,406+261.6% | $7,761+198.5% | $4,127+461.3% |
| Admin fee / account holder | $860 | $6,980-87.7% | $10,769-92.0% | $5,652-84.8% |