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 |
|---|---|---|
IRA GROUP1 year Filed as: IRA GROUP INC Service code 27 · EIN 58-1989031 | Advisory (Plan) | $11,250 |
COHNREZNICK LLP1 year Service code 99 · EIN 22-1478099 | Other Fees | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,062 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,107 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,723 | $78,419-3.4% | $133,978-43.5% | $73,412+3.1% |
| Participation rate | 92.8% | 78.6%+14.2pp | 79.8%+13.0pp | 72.2%+20.6pp |
| Annual return | 16.28% | 33.35%-17.1pp | 45.10%-28.8pp | 59.30%-43.0pp |
| Employer contribution / active EE | $2,900 | $2,044+41.9% | $3,919-26.0% | $2,234+29.8% |
| Participant deferral / active EE | $4,828 | $3,925+23.0% | $5,047-4.3% | $3,806+26.9% |
| Admin fee / account holder | $106 | $161-34.0% | $8,930-98.8% | $158-32.6% |