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 | Investment management; Shareholder se... | $89,415 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 | Legal | $69,138 |
RBC WEALTH MANAGEMENT6+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $38,825 |
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $34,072 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $10,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,675 | $118,337+62.8% | $189,534+1.7% | $93,010+107.2% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 34.12% | 21.77%+12.3pp | 555.39%-521.3pp | 158.70%-124.6pp |
| Employer contribution / active EE | $5,686 | $4,204+35.2% | $6,162-7.7% | $2,705+110.2% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $243 | $100+144.1% | $12,049-98.0% | $152+60.4% |