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 |
|---|---|---|
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 62 · EIN 35-0921680 | Float revenue | $15,496 |
GBQ PARTNERS1 year Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,581 | $75,183-12.8% | $123,894-47.1% | $55,167+18.9% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 6.38% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $4,938 | $2,823+74.9% | $4,617+7.0% | $1,963+151.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $147 | $663-77.8% | $8,357-98.2% | $504-70.8% |