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 13-4238973 | Recordkeeping | $19,740 |
EIDE BAILLY LLP6 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $7,375 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,394 | $130,294-10.7% | $170,057-31.6% | $71,529+62.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | -0.67% | 20.36%-21.0pp | 53.42%-54.1pp | 28.97%-29.6pp |
| Employer contribution / active EE | $3,535 | $4,385-19.4% | $6,790-47.9% | $2,590+36.5% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $230 | $966-76.2% | $12,826-98.2% | $1,588-85.5% |