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 |
|---|---|---|
ASPECT WEALTH MANAGEMENT1+ years Service code 27 · EIN 74-2822124 | Advisory (Plan) | $48,155 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 10 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Accounting | $10,361 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,632 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,953 |
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 | $80,490 | $50,498+59.4% | $75,782+6.2% | $55,191+45.8% |
| Participation rate | 95.0% | 69.4%+25.5pp | 75.8%+19.2pp | 69.2%+25.8pp |
| Annual return | -0.67% | 1.80%-2.5pp | 9.68%-10.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $3,847 | $2,291+67.9% | $3,323+15.7% | $1,899+102.6% |
| Participant deferral / active EE | $4,714 | $2,589+82.1% | $3,652+29.1% | $3,046+54.7% |
| Admin fee / account holder | $51 | $123-58.9% | $5,300-99.0% | $91-44.3% |