Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $94,213 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,664 | $91,621+29.5% | $67,511+75.8% | $77,671+52.8% |
| Participation rate | 87.1% | 76.0%+11.1pp | 72.9%+14.2pp | 70.6%+16.5pp |
| Annual return | 17.93% | 14.87%+3.1pp | 3517.41%-3499.5pp | 31.21%-13.3pp |
| Employer contribution / active EE | $8,467 | $3,184+166.0% | $2,733+209.9% | $2,726+210.6% |
| Participant deferral / active EE | $6,624 | $3,906+69.6% | $4,000+65.6% | $4,648+42.5% |
| Admin fee / account holder | $8 | $176-95.7% | $3,999-99.8% | $430-98.2% |