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 | $15,766 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $12,043 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 83-2519857 | Accounting | $9,188 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $7,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,178 | $106,247-70.7% | $147,096-78.8% | $77,714-59.9% |
| Participation rate | 61.7% | 78.4%-16.7pp | 82.2%-20.5pp | 70.6%-8.9pp |
| Annual return | 20.63% | 56.87%-36.2pp | 419.75%-399.1pp | 31.26%-10.6pp |
| Employer contribution / active EE | $2,469 | $4,069-39.3% | $4,936-50.0% | $2,727-9.5% |
| Participant deferral / active EE | $4,195 | $7,996-47.5% | $8,071-48.0% | $4,649-9.8% |
| Admin fee / account holder | $166 | $338-50.8% | $13,005-98.7% | $433-61.6% |