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 15 · EIN 35-0145825 | Recordkeeping | $11,549 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,896 | $60,989+211.4% | $60,919+211.7% | $66,949+183.6% |
| Participation rate | 84.6% | 74.5%+10.1pp | 73.1%+11.5pp | 69.8%+14.8pp |
| Annual return | -8.59% | -9.60%+1.0pp | 16.96%-25.6pp | 1.57%-10.2pp |
| Employer contribution / active EE | $3,267 | $2,661+22.8% | $2,704+20.8% | $2,545+28.4% |
| Participant deferral / active EE | $3,426 | $3,615-5.2% | $3,814-10.2% | $4,239-19.2% |
| Admin fee / account holder | $2 | $338-99.3% | $3,228-99.9% | $594-99.6% |