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 |
|---|---|---|
ES BARR & COMPANY3+ years Service code 28 · EIN 61-1225413 | Investment Management | $12,633 |
TRENT CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1588687 | Investment Management | $11,550 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,411 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 70 · EIN 31-1560462 | Consulting Fees | $7,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,726 | $80,753+21.0% | $136,298-28.3% | $62,293+56.9% |
| Participation rate | 88.5% | 73.5%+15.0pp | 81.9%+6.6pp | 69.5%+19.0pp |
| Annual return | 19.17% | 35.83%-16.7pp | 5156.27%-5137.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $3,529 | $2,884+22.4% | $4,696-24.8% | $2,042+72.8% |
| Participant deferral / active EE | $4,792 | $5,164-7.2% | $6,247-23.3% | $3,169+51.2% |
| Admin fee / account holder | $92 | $525-82.4% | $9,244-99.0% | $479-80.7% |