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 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $2,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,483 | $55,446+9.1% | $155,574-61.1% | $74,429-18.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.60% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $3,548 | $2,266+56.6% | $4,676-24.1% | $2,625+35.2% |
| Participant deferral / active EE | $4,907 | $2,836+73.0% | $5,629-12.8% | $4,348+12.9% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,914-99.9% | $1,944-99.4% |