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 |
|---|---|---|
JAMES M MOYNA CPA PC1 year Filed as: JAMES M. MONYA, CPA Service code 27 · EIN 47-2940358 | Advisory (Plan) | $19,750 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,918 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,418 | $69,774+119.9% | $67,561+127.1% | $74,429+106.1% |
| Participation rate | 99.6% | 71.4%+28.2pp | 72.9%+26.7pp | 67.2%+32.4pp |
| Annual return | 14.26% | -40.53%+54.8pp | 3525.44%-3511.2pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $8,319 | $2,710+206.9% | $2,735+204.2% | $2,625+216.9% |
| Participant deferral / active EE | $3,675 | $3,636+1.1% | $4,003-8.2% | $4,348-15.5% |
| Admin fee / account holder | $53 | $890-94.1% | $4,006-98.7% | $1,944-97.3% |