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 15 · EIN 16-1450952 | Recordkeeping | $18,504 |
Service code 12 · EIN 41-0417830 | Recordkeeping and information managem... | $1,074 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,115 | $86,919-60.8% | $102,457-66.7% | $80,911-57.8% |
| Participation rate | 63.7% | 72.4%-8.6pp | 76.5%-12.8pp | 67.6%-3.9pp |
| Annual return | 16.55% | 18.90%-2.3pp | 29.41%-12.9pp | 35.63%-19.1pp |
| Employer contribution / active EE | $2,078 | $2,368-12.3% | $3,022-31.3% | $2,756-24.6% |
| Participant deferral / active EE | $3,511 | $4,119-14.8% | $5,054-30.5% | $4,297-18.3% |
| Admin fee / account holder | $251 | $8,049-96.9% | $9,451-97.3% | $6,935-96.4% |