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 |
|---|---|---|
EBNER FINANCIAL1 year Service code 27 4220 APEX HIGHWAY · DURHAM, NC 27713 | Advisory (Plan) | $14,569 |
PAYCHEX, INC.1 year Filed as: PAYCHEX SECURITIES CORP Service code 13 · EIN 16-1486352 | Contract Administrator | $14,410 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 13 · EIN 61-1607607 | Contract Administrator | $7,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,521 | $71,666-74.2% | $117,861-84.3% | $69,631-73.4% |
| Participation rate | 36.5% | 77.5%-41.1pp | 79.7%-43.2pp | 70.7%-34.2pp |
| Annual return | 12.07% | 18.86%-6.8pp | 335.11%-323.0pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $273 | $1,889-85.6% | $3,786-92.8% | $2,032-86.6% |
| Participant deferral / active EE | $641 | $3,340-80.8% | $4,482-85.7% | $3,224-80.1% |
| Admin fee / account holder | $229 | $120+90.7% | $8,021-97.1% | $110+107.8% |