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 37 · EIN 04-2647786 | Loan Processing | $81,225 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $65,113 |
ERNST & YOUNG LLP3 years Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,052 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,999 | $185,342-45.0% | $111,303-8.4% | $86,813+17.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 13.69% | 500.80%-487.1pp | 54.66%-41.0pp | 97.93%-84.2pp |
| Employer contribution / active EE | $3,521 | $2,246+56.8% | $2,731+28.9% | $2,406+46.4% |
| Participant deferral / active EE | $5,015 | $4,458+12.5% | $4,487+11.8% | $4,131+21.4% |
| Admin fee / account holder | $224 | $255-12.4% | $7,966-97.2% | $170+32.0% |