Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES3+ years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $37,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,859 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,729 | $101,653-50.1% | $147,080-65.5% | $74,459-31.9% |
| Participation rate | 78.9% | 75.6%+3.3pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 16.64% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $3,186 | $3,813-16.4% | $4,933-35.4% | $2,626+21.3% |
| Participant deferral / active EE | $6,637 | $7,304-9.1% | $8,066-17.7% | $4,350+52.6% |
| Admin fee / account holder | $290 | $1,752-83.4% | $12,989-97.8% | $1,945-85.1% |