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 13 · EIN 42-0127290 | Contract Administrator | $29,448 |
SAXONY SECURITIES INC3 years Service code 49 · EIN 43-1932300 | Other Services | $28,632 |
HICKS PENSION SERVICES2 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $23,077 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $15,100 | $47,977-68.5% | $154,111-90.2% | $56,287-73.2% |
| Participation rate | 88.8% | 66.2%+22.6pp | 83.0%+5.7pp | 69.9%+18.9pp |
| Annual return | -4.34% | 3.54%-7.9pp | 735.18%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,538 | $2,169-29.1% | $5,298-71.0% | $2,111-27.2% |
| Participant deferral / active EE | $3,298 | $2,392+37.9% | $5,081-35.1% | $3,350-1.5% |
| Admin fee / account holder | $112 | $438-74.4% | $13,411-99.2% | $521-78.5% |