Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $30,100 |
BOULAY PLLP1 year Filed as: BOULAY GROUP Service code 15 · EIN 41-0887288 | Recordkeeping | $18,050 |
PRAIRIE CAPITAL ADVISORS1 year Service code 10 · EIN 36-4072641 | Accounting | $14,475 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,285 |
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 | $512,651 | $83,023+517.5% | $102,437+400.5% | $77,762+559.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 120.73% | 19.12%+101.6pp | 24.95%+95.8pp | 31.27%+89.5pp |
| Employer contribution / active EE | $1,044 | $3,552-70.6% | $3,871-73.0% | $2,728-61.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |