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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $25,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $11,045 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,728 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,958 |
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $6,929 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,885 | $50,464+179.2% | $75,784+85.9% | $52,331+169.2% |
| Participation rate | 97.2% | 66.8%+30.4pp | 75.8%+21.4pp | 68.1%+29.1pp |
| Annual return | 0.20% | 1.03%-0.8pp | 9.68%-9.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $9,026 | $1,988+353.9% | $3,323+171.6% | $1,882+379.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $214 | $1,103-80.6% | $5,300-96.0% | $592-63.8% |