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 | $47,152 |
FORTUNE 3601 year Filed as: FORTUNE FINANCIAL SERVICE INC. Service code 49 · EIN 25-1799740 | Other Services | $19,912 |
Service code 49 | Other Services | $6,747 |
Service code 49 · EIN 56-3734291 | Other Services | $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 | $75,351 | $58,895+27.9% | $178,503-57.8% | $73,497+2.5% |
| Participation rate | 95.4% | 66.2%+29.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 13.31% | 24.86%-11.6pp | 151.12%-137.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,054 | $2,236+81.3% | $5,011-19.1% | $2,270+78.6% |
| Participant deferral / active EE | $6,720 | $2,567+161.8% | $5,202+29.2% | $3,740+79.7% |
| Admin fee / account holder | $291 | $400-27.3% | $13,987-97.9% | $513-43.2% |