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 |
|---|---|---|
TUGGLE & ROYSTER1 year Filed as: TUGGLE, BURTON, & CO., P.C. Service code 10 · EIN 75-2444915 | Accounting | $7,000 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,699 | $93,617-19.1% | $135,982-44.3% | $75,177+0.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 20.62% | 30.89%-10.3pp | 68.32%-47.7pp | 160.75%-140.1pp |
| Employer contribution / active EE | $5,666 | $3,538+60.1% | $4,859+16.6% | $2,671+112.1% |
| Participant deferral / active EE | $9,481 | $6,406+48.0% | $7,760+22.2% | $4,126+129.8% |
| Admin fee / account holder | $60 | $6,980-99.1% | $10,767-99.4% | $5,651-98.9% |