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 60 · EIN 04-2647786 | Sub-TA Fees | $70,768 |
IRONSHORE FINANCIAL, LLC6 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $22,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,482 | $106,264-29.9% | $147,117-49.4% | $77,762-4.2% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 29.93% | 56.94%-27.0pp | 420.54%-390.6pp | 31.27%-1.3pp |
| Employer contribution / active EE | $3,630 | $4,074-10.9% | $4,932-26.4% | $2,728+33.0% |
| Participant deferral / active EE | $8,741 | $8,003+9.2% | $8,065+8.4% | $4,651+87.9% |
| Admin fee / account holder | $160 | $334-52.2% | $12,993-98.8% | $433-63.0% |