Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $417,577 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $82,500 |
Filed as: BLUE & CO Service code 10 · EIN 35-1178661 | Accounting | $24,920 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,921 | $50,151+7.5% | $149,696-64.0% | $80,157-32.7% |
| Participation rate | 99.0% | 64.3%+34.7pp | 78.8%+20.2pp | 72.9%+26.1pp |
| Annual return | 19.62% | 29.80%-10.2pp | 134.46%-114.8pp | 40.39%-20.8pp |
| Employer contribution / active EE | $3,815 | $1,867+104.4% | $4,821-20.9% | $2,977+28.1% |
| Participant deferral / active EE | $6,415 | $3,194+100.8% | $5,682+12.9% | $5,015+27.9% |
| Admin fee / account holder | $135 | $153-11.6% | $13,212-99.0% | $145-6.9% |