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 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $45,354 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,270 |
ERISA SERVICES, INC.1 year Service code 13 · EIN 62-1200951 | Contract Administrator | $11,267 |
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 | $218,235 | $55,453+293.6% | $170,435+28.0% | $62,293+250.3% |
| Participation rate | 97.7% | 66.4%+31.3pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 32.75% | 21.38%+11.4pp | 205.94%-173.2pp | 28.90%+3.9pp |
| Employer contribution / active EE | $9,665 | $2,164+346.7% | $5,432+77.9% | $2,042+373.2% |
| Participant deferral / active EE | $13,054 | $2,303+466.9% | $4,939+164.3% | $3,169+311.9% |
| Admin fee / account holder | $244 | $455-46.3% | $13,881-98.2% | $479-49.0% |