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 15 · EIN 62-1291257 | Recordkeeping | $63,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,592 | $101,653-24.7% | $147,080-47.9% | $74,459+2.9% |
| Participation rate | 77.6% | 75.6%+2.0pp | 82.2%-4.6pp | 67.2%+10.4pp |
| Annual return | 16.22% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $4,553 | $3,813+19.4% | $4,933-7.7% | $2,626+73.4% |
| Participant deferral / active EE | $8,514 | $7,304+16.6% | $8,066+5.6% | $4,350+95.7% |
| Admin fee / account holder | $369 | $1,752-78.9% | $12,989-97.2% | $1,945-81.0% |