Filed October 29, 2025
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 01-0233346 | Recordkeeping | $99,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,618 | $136,307+86.1% | $177,840+42.6% | $73,493+245.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.75% | 18.68%-5.9pp | 48.32%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $5,937 | $3,712+59.9% | $5,919+0.3% | $2,270+161.5% |
| Participant deferral / active EE | $9,867 | $5,829+69.3% | $7,714+27.9% | $3,740+163.8% |
| Admin fee / account holder | $441 | $596-26.0% | $12,431-96.5% | $513-14.1% |