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 | $89,808-13.8% | $100,383-22.9% | $77,671-0.4% |
| Participation rate | 84.4% | 81.2%+3.2pp | 81.5%+2.9pp | 70.6%+13.8pp |
| Annual return | 15.44% | 20.62%-5.2pp | 49.26%-33.8pp | 31.21%-15.8pp |
| Employer contribution / active EE | $3,857 | $3,039+26.9% | $3,944-2.2% | $2,726+41.4% |
| Participant deferral / active EE | $11,557 | $8,284+39.5% | $8,086+42.9% | $4,648+148.6% |
| Admin fee / account holder | $296 | $174+69.6% | $7,900-96.3% | $430-31.3% |