Filed February 21, 2018
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 30-0219031 | Recordkeeping | $23,869 |
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 | $48,321 | $58,726-17.7% | $92,240-47.6% | $62,293-22.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.73% | 43.62%-26.9pp | 176.29%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,830 | $2,392-23.5% | $3,680-50.3% | $2,042-10.4% |
| Participant deferral / active EE | $2,589 | $2,766-6.4% | $3,897-33.6% | $3,169-18.3% |
| Admin fee / account holder | $192 | $556-65.4% | $5,194-96.3% | $479-59.8% |