Filed October 15, 2015
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 52 · EIN 04-1590850 | Indirect Investment Fees | $8,443 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,789 | $36,916-84.3% | $156,551-96.3% | $57,658-90.0% |
| Participation rate | 95.0% | 63.4%+31.5pp | 84.0%+11.0pp | 70.2%+24.7pp |
| Annual return | 73.26% | 12.38%+60.9pp | 32.23%+41.0pp | 5.13%+68.1pp |
| Employer contribution / active EE | $1,306 | $1,571-16.8% | $5,501-76.3% | $1,974-33.8% |
| Participant deferral / active EE | $2,385 | $1,926+23.9% | $4,871-51.0% | $3,061-22.1% |
| Admin fee / account holder | $10 | $82-87.5% | $13,028-99.9% | $95-89.1% |