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 35-2085640 10765 LANTERN ROAD, SUITE 202 · FISHERS, IN 46038 | Recordkeeping | $18,284 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,659 | $63,342-67.4% | $92,236-77.6% | $70,131-70.5% |
| Participation rate | 78.5% | 68.7%+9.8pp | 76.5%+2.0pp | 69.5%+9.0pp |
| Annual return | 19.48% | 530.15%-510.7pp | 176.29%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $421 | $2,471-83.0% | $3,679-88.6% | $2,342-82.0% |
| Participant deferral / active EE | $2,990 | $2,854+4.8% | $3,897-23.3% | $3,332-10.3% |
| Admin fee / account holder | $197 | $3,840-94.9% | $5,194-96.2% | $4,645-95.8% |