Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 46-6402532 | Directed Trustee | $43,875 |
APPLE GROWTH PARTNERS5+ years Service code 34 · EIN 34-1082617 | Valuation (appraisals, etc.) | $29,170 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $19,153 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $14,729 |
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 | $111,534 | $185,342-39.8% | $111,306+0.2% | $86,821+28.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 0.79% | 500.80%-500.0pp | 54.67%-53.9pp | 97.94%-97.2pp |
| Employer contribution / active EE | $16,447 | $2,246+632.3% | $2,732+502.0% | $2,406+583.6% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $193 | $255-24.4% | $7,966-97.6% | $170+13.8% |