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 13 · EIN 42-0127290 | Contract Administrator | $60,622 |
Filed as: INVESTMENT RESEARCH Service code 27 · EIN 32-0438196 | Advisory (Plan) | $30,546 |
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 | $96,505 | $62,177+55.2% | $81,370+18.6% | $74,478+29.6% |
| Participation rate | 98.0% | 64.1%+33.9pp | 69.5%+28.4pp | 67.2%+30.8pp |
| Annual return | 11.01% | 16.62%-5.6pp | 24.85%-13.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $5,215 | $1,881+177.2% | $2,464+111.7% | $2,626+98.6% |
| Participant deferral / active EE | $7,071 | $3,219+119.7% | $3,885+82.0% | $4,350+62.5% |
| Admin fee / account holder | $245 | $1,927-87.3% | $5,749-95.7% | $1,946-87.4% |