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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $72,001 |
RBC WEALTH MANAGEMENT3+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $33,976 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 | Legal | $33,016 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $19,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,494 | $82,546+53.2% | $140,019-9.7% | $75,289+68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 11.96% | -0.36%+12.3pp | 651.19%-639.2pp | -0.04%+12.0pp |
| Employer contribution / active EE | $4,598 | $3,856+19.2% | $5,605-18.0% | $2,405+91.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $176 | $86+105.4% | $10,705-98.4% | $102+72.2% |