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 | $55,457-47.5% | $76,119-61.8% | $77,736-62.6% |
| Participation rate | 90.2% | 63.6%+26.6pp | 69.1%+21.2pp | 70.6%+19.7pp |
| Annual return | 4.87% | 17.09%-12.2pp | 361.25%-356.4pp | 31.26%-26.4pp |
| Employer contribution / active EE | $3,602 | $1,792+101.0% | $2,693+33.8% | $2,728+32.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $4,259-100.0% | $4,651-100.0% |
| Admin fee / account holder | $132 | $411-67.9% | $6,421-97.9% | $433-69.5% |