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 64 · EIN 71-0294708 | Recordkeeping Fees | $40,241 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,531 | $57,057+13.1% | $85,009-24.1% | $80,874-20.2% |
| Participation rate | 95.3% | 56.4%+39.0pp | 67.5%+27.8pp | 67.6%+27.7pp |
| Annual return | 14.95% | 21.66%-6.7pp | 66.47%-51.5pp | 35.62%-20.7pp |
| Employer contribution / active EE | $5,629 | $1,799+212.9% | $2,728+106.3% | $2,756+104.3% |
| Participant deferral / active EE | $13,187 | $3,112+323.8% | $4,522+191.6% | $4,297+206.9% |
| Admin fee / account holder | $139 | $4,986-97.2% | $6,153-97.7% | $6,935-98.0% |