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 |
|---|---|---|
ACCLARO VALUATION ADVISORS2 years Filed as: ACCLARO VALUATION Service code 34 444 REGENCY PKWY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $21,705 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $17,950 |
GRAY, GRAY & GRAY2 years Filed as: GRAY PLAN MOOTY Service code 29 80 SOUTH 8TH ST · MINNEAPOLIS, MN 55402 | Legal | $12,692 |
REDPATH AND COMPANY4 years Filed as: REDPATH Service code 10 55 5TH STREET EAST, STE 1400 · ST. PAUL, MA 55101 | Accounting | $11,175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,592 | $78,425-86.5% | $95,956-89.0% | $79,858-86.7% |
| Participation rate | 99.0% | 73.5%+25.5pp | 77.1%+21.9pp | 69.6%+29.3pp |
| Annual return | 55.61% | 19.37%+36.2pp | 91.63%-36.0pp | 31.72%+23.9pp |
| Employer contribution / active EE | $3,203 | $1,945+64.7% | $2,541+26.0% | $2,471+29.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $211 | $5,622-96.3% | $6,797-96.9% | $5,306-96.0% |