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 64 · EIN 04-2647786 | Recordkeeping Fees | $96 |
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 | $160,982 | $94,836+69.7% | $75,728+112.6% | $86,828+85.4% |
| Participation rate | 95.2% | 79.1%+16.1pp | 74.8%+20.4pp | 72.3%+22.9pp |
| Annual return | 12.69% | 16.90%-4.2pp | 104.66%-92.0pp | 97.95%-85.3pp |
| Employer contribution / active EE | $3,576 | $2,908+23.0% | $2,743+30.4% | $2,406+48.6% |
| Participant deferral / active EE | $4,974 | $3,632+36.9% | $3,820+30.2% | $4,132+20.4% |
| Admin fee / account holder | $10 | $108-90.5% | $3,620-99.7% | $170-93.9% |