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 |
|---|---|---|
CITY STATE BANK1+ years Service code 21 · EIN 42-0443990 | Bank Trustee | $34,954 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,157 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 20-1591048 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,437 | $57,108-27.4% | $94,228-56.0% | $52,331-20.8% |
| Participation rate | 81.2% | 72.9%+8.3pp | 78.8%+2.4pp | 68.1%+13.1pp |
| Annual return | 0.87% | 1.47%-0.6pp | 10.68%-9.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,025 | $1,735-40.9% | $3,587-71.4% | $1,882-45.5% |
| Participant deferral / active EE | $4,402 | $3,040+44.8% | $4,320+1.9% | $3,022+45.7% |
| Admin fee / account holder | $269 | $546-50.7% | $6,269-95.7% | $592-54.4% |