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 |
|---|---|---|
SHAREHOLDER STRATEGIES, INC.4+ years Service code 34 306 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $9,182 |
NYHART4+ years Service code 14 8415 ALLISON POINTE BOULEVARD · INDIANAPOLIS, IN 46250 | Plan Administrator | $8,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,485 | $160,059-24.7% | $140,019-14.0% | $135,380-11.0% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | 9.51% | 911.48%-902.0pp | 651.17%-641.7pp | 519.81%-510.3pp |
| Employer contribution / active EE | $5,835 | $6,420-9.1% | $5,605+4.1% | $4,779+22.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,659 | $13,328+40.0% | $10,705+74.3% | $10,828+72.3% |