Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $24,945 |
Filed as: TRANSAMERICA RETIREMENT SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $17,643 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $15,500 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $8,708 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 15 · EIN 33-0785439 | Recordkeeping | $4,414 |
FJC & ASSOCIATES, INC.6 years Service code 15 · EIN 06-1086115 | Recordkeeping | $2,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,895 | $101,591-27.3% | $147,096-49.8% | $74,429-0.7% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.7pp | 67.2%+7.3pp |
| Annual return | 17.06% | 8746.45%-8729.4pp | 419.75%-402.7pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $4,845 | $3,813+27.1% | $4,936-1.8% | $2,625+84.6% |
| Participant deferral / active EE | $8,942 | $7,302+22.4% | $8,071+10.8% | $4,348+105.6% |
| Admin fee / account holder | $281 | $1,750-84.0% | $13,005-97.8% | $1,944-85.6% |