Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL TRUSTEES, INC. Service code 25 · EIN 46-0766274 | Directed Trustee | $70,000 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $18,009 |
VALUE CONSULTING GROUP2 years Filed as: VALUE MANAGEMENT INC Service code 34 · EIN 23-2639318 | Other fees; Valuation (appraisals, etc.) | $16,026 |
Filed as: SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $7,080 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,151 | $69,823+107.9% | $76,872+88.8% | $74,460+94.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 19.26% | 19.99%-0.7pp | 37.90%-18.6pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,792 | $2,148+30.0% | $2,533+10.2% | $2,638+5.8% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,832-100.0% | $4,530-100.0% |
| Admin fee / account holder | $277 | $398-30.4% | $5,476-94.9% | $348-20.4% |