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 |
|---|---|---|
FARMERS TRUST COMPANY9 years Service code 19 · EIN 34-1853512 | Securities Custodian | $90,395 |
NATIONAL ASSOCIATES, INC.9 years Service code 15 · EIN 34-0677453 | Recordkeeping | $12,425 |
GBQ CONSULTING10+ years Service code 34 | Valuation (appraisals, etc.) | $11,000 |
BROUSE MCDOWELL1 year Filed as: BROUSE MCDWELL Service code 34 | Valuation (appraisals, etc.) | $5,549 |
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 | $29,110 | $55,402-47.5% | $76,089-61.7% | $77,714-62.5% |
| Participation rate | 90.2% | 63.6%+26.7pp | 69.1%+21.2pp | 70.6%+19.7pp |
| Annual return | 4.87% | 17.09%-12.2pp | 360.94%-356.1pp | 31.26%-26.4pp |
| Employer contribution / active EE | $3,602 | $1,789+101.3% | $2,690+33.9% | $2,727+32.1% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $132 | $410-67.8% | $6,418-97.9% | $433-69.5% |