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 |
|---|---|---|
KARLIN KERSCHNER SHRAPE & CO2 years Service code 10 · EIN 36-3670769 | Accounting | $13,250 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,610 |
LPL FINANCIAL4 years Service code 22 · EIN 95-2834236 | Insurance Broker | $394 |
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 | $60,292 | $81,208-25.8% | $98,920-39.1% | $79,852-24.5% |
| Participation rate | 71.2% | 72.5%-1.4pp | 76.0%-4.9pp | 69.6%+1.5pp |
| Annual return | 22.41% | 60.99%-38.6pp | 196.47%-174.1pp | 31.72%-9.3pp |
| Employer contribution / active EE | $5,724 | $1,960+192.1% | $2,689+112.8% | $2,471+131.6% |
| Participant deferral / active EE | $2,011 | $3,265-38.4% | $4,245-52.6% | $3,740-46.2% |
| Admin fee / account holder | $85 | $6,013-98.6% | $6,643-98.7% | $5,306-98.4% |