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 37 · EIN 04-2647786 | Loan Processing | $70,341 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $27,500 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $22,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,988 | $62,686+35.6% | $178,505-52.4% | $77,762+9.3% |
| Participation rate | 68.4% | 66.9%+1.5pp | 77.1%-8.7pp | 70.6%-2.2pp |
| Annual return | 17.30% | 16.16%+1.1pp | 27.16%-9.9pp | 31.27%-14.0pp |
| Employer contribution / active EE | $2,469 | $1,914+29.0% | $3,955-37.6% | $2,728-9.5% |
| Participant deferral / active EE | $6,831 | $4,224+61.7% | $6,280+8.8% | $4,651+46.9% |
| Admin fee / account holder | $155 | $386-59.8% | $10,428-98.5% | $433-64.1% |