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 10 · EIN 20-4056745 | Accounting | $130,664 |
RBC WEALTH MANAGEMENT6+ years Service code 28 · EIN 41-1416330 | Investment Management | $24,222 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $11,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,939 | $74,462-84.0% | $81,991-85.4% | $90,274-86.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.3%+30.7pp | 73.4%+26.6pp |
| Annual return | 13.30% | 17.56%-4.3pp | 41.31%-28.0pp | 53.97%-40.7pp |
| Employer contribution / active EE | $1,369 | $2,334-41.3% | $2,498-45.2% | $2,523-45.7% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,231-100.0% |
| Admin fee / account holder | $71 | $98-27.1% | $5,665-98.7% | $114-37.4% |