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 |
|---|---|---|
WARREN STREET ADVISORS5 years Service code 27 · EIN 47-1978730 | Advisory (Plan) | $89,375 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,163 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,383 | $90,064-14.1% | $100,378-22.9% | $77,714-0.4% |
| Participation rate | 84.4% | 81.3%+3.1pp | 81.5%+2.9pp | 70.6%+13.8pp |
| Annual return | 15.44% | 20.61%-5.2pp | 49.41%-34.0pp | 31.26%-15.8pp |
| Employer contribution / active EE | $3,857 | $3,043+26.7% | $3,942-2.2% | $2,727+41.4% |
| Participant deferral / active EE | $11,557 | $8,282+39.5% | $8,087+42.9% | $4,649+148.6% |
| Admin fee / account holder | $296 | $172+72.0% | $7,899-96.3% | $433-31.7% |