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 64 · EIN 04-2647786 | Recordkeeping Fees | $39,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,496 | $60,504-8.3% | $81,882-32.2% | $74,478-25.5% |
| Participation rate | 96.0% | 62.9%+33.1pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 14.69% | 16.91%-2.2pp | 779.47%-764.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $4,537 | $2,627+72.7% | $2,916+55.6% | $2,626+72.7% |
| Participant deferral / active EE | $1,986 | $3,400-41.6% | $4,323-54.1% | $4,350-54.4% |
| Admin fee / account holder | $158 | $1,492-89.4% | $7,360-97.9% | $1,946-91.9% |