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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR, RIGGS & INGRAM Service code 10 5909 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Accounting | $7,500 |
Filed as: MORRIS, MANNING AND MARTIN, LLP Service code 11 · EIN 58-1269995 | Actuarial | $6,251 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,284 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,760 | $65,223+10.0% | $80,022-10.3% | $55,725+28.8% |
| Participation rate | 94.3% | 80.6%+13.7pp | 75.8%+18.5pp | 70.9%+23.4pp |
| Annual return | -5.05% | 7.59%-12.6pp | 11.22%-16.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,893 | $2,544+13.7% | $2,468+17.2% | $2,078+39.2% |
| Participant deferral / active EE | $4,107 | $3,881+5.8% | $3,686+11.4% | $3,356+22.4% |
| Admin fee / account holder | $17 | $114-84.7% | $6,521-99.7% | $115-84.9% |