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 17 · EIN 34-1753575 | Pension Consulting | $35,467 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,557 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,689 | $60,165+102.3% | $74,184+64.0% | $55,167+120.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.93% | 10.00%-0.1pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $7,678 | $1,600+380.0% | $2,370+224.0% | $1,963+291.2% |
| Participant deferral / active EE | $7,027 | $2,973+136.4% | $3,550+98.0% | $3,054+130.1% |
| Admin fee / account holder | $410 | $419-2.2% | $5,586-92.7% | $504-18.6% |