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 |
|---|---|---|
REHMANN ROBSON1+ years Filed as: REHMANN FINANCIAL Service code 63 29065 CLEMENS ROAD · WESTLAKE, OH 44145 | 12b-1 Fees | $49,672 |
MONNIER & CO1+ years Service code 10 · EIN 34-1236295 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $9,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,608 | $54,320+317.2% | $67,652+235.0% | $52,331+333.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.28% | 6.81%-7.1pp | 6625.40%-6625.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $8,643 | $1,544+459.9% | $2,266+281.5% | $1,882+359.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $129 | $527-75.5% | $4,821-97.3% | $592-78.2% |