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 |
|---|---|---|
KROESE1 year Filed as: KROESE & KROESE P.C. Service code 10 · EIN 42-1277139 | Accounting | $11,182 |
Filed as: PRINCIPAL FINANCIAL Service code 14 · EIN 42-0127290 | Plan Administrator | $9,581 |
ESI EQUITY2+ years Filed as: ESI Service code 34 · EIN 39-1763393 | Valuation (appraisals, etc.); Direct ... | $8,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,009 | $76,552-42.5% | $123,893-64.5% | $62,891-30.0% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | -14.11% | 18.68%-32.8pp | 47.52%-61.6pp | 20.14%-34.3pp |
| Employer contribution / active EE | $4,046 | $2,883+40.4% | $4,617-12.4% | $2,281+77.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $237 | $4,826-95.1% | $8,357-97.2% | $4,296-94.5% |