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 15 · EIN 16-1450952 | Recordkeeping | $21,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,142 | $46,332+111.8% | $143,799-31.8% | $64,819+51.4% |
| Participation rate | 99.6% | 64.2%+35.3pp | 80.3%+19.2pp | 71.5%+28.1pp |
| Annual return | -15.14% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $4,367 | $1,911+128.5% | $4,952-11.8% | $2,507+74.2% |
| Participant deferral / active EE | $4,648 | $2,647+75.6% | $5,638-17.6% | $4,311+7.8% |
| Admin fee / account holder | $128 | $154-16.9% | $14,677-99.1% | $188-31.9% |