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 35-0145825 | Recordkeeping | $49,700 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,865 | $46,732-25.4% | $156,551-77.7% | $55,167-36.8% |
| Participation rate | 73.4% | 65.8%+7.6pp | 84.0%-10.6pp | 69.0%+4.4pp |
| Annual return | 6.56% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $768 | $2,105-63.5% | $5,501-86.0% | $1,963-60.9% |
| Participant deferral / active EE | $1,263 | $2,204-42.7% | $4,871-74.1% | $3,054-58.6% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |