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 |
|---|---|---|
MILLER COOPER & CO LTD1 year Service code 10 · EIN 36-2897372 | Accounting | $100,650 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,662 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$51,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,412 | $107,741+88.8% | $96,576+110.6% | $79,634+155.4% |
| Participation rate | 93.6% | 79.1%+14.5pp | 81.4%+12.1pp | 62.5%+31.1pp |
| Annual return | 15.57% | 19.24%-3.7pp | 38.47%-22.9pp | 36.46%-20.9pp |
| Employer contribution / active EE | $3,602 | $2,991+20.4% | $3,553+1.4% | $2,529+42.4% |
| Participant deferral / active EE | $12,271 | $7,899+55.4% | $7,956+54.2% | $3,835+220.0% |
| Admin fee / account holder | $81 | $1,150-93.0% | $11,381-99.3% | $1,002-91.9% |