Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $43,883 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICESS2 years Service code 33 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,893 | $55,446+155.9% | $155,574-8.8% | $74,429+90.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.71% | 269.20%-254.5pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $9,489 | $2,266+318.7% | $4,676+102.9% | $2,625+261.5% |
| Participant deferral / active EE | $6,917 | $2,836+143.9% | $5,629+22.9% | $4,348+59.1% |
| Admin fee / account holder | $214 | $1,743-87.7% | $15,914-98.7% | $1,944-89.0% |