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 |
|---|---|---|
Filed as: CBIZ CPAS P.C Service code 99 · EIN 43-1947695 | Other Fees | $24,650 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 99 · EIN 36-4291971 | Other Fees | $10,000 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 | Other Services | $4,483 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,321 | $62,686-37.3% | $178,505-78.0% | $77,762-49.4% |
| Participation rate | 33.6% | 66.9%-33.3pp | 77.1%-43.6pp | 70.6%-37.0pp |
| Annual return | 12.46% | 16.16%-3.7pp | 27.16%-14.7pp | 31.27%-18.8pp |
| Employer contribution / active EE | $882 | $1,914-53.9% | $3,955-77.7% | $2,728-67.7% |
| Participant deferral / active EE | $2,758 | $4,224-34.7% | $6,280-56.1% | $4,651-40.7% |
| Admin fee / account holder | $198 | $386-48.6% | $10,428-98.1% | $433-54.2% |