Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON8+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $52,306 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $11,500 |
REHMANN ROBSON3 years Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $11,315 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,235 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,583 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,668 | $50,919+239.1% | $155,556+11.0% | $77,762+122.0% |
| Participation rate | 87.3% | 63.1%+24.2pp | 78.2%+9.1pp | 70.6%+16.7pp |
| Annual return | 13.27% | 34.84%-21.6pp | 64.84%-51.6pp | 31.27%-18.0pp |
| Employer contribution / active EE | $6,518 | $1,991+227.3% | $4,675+39.4% | $2,728+138.9% |
| Participant deferral / active EE | $5,594 | $2,824+98.1% | $5,631-0.6% | $4,651+20.3% |
| Admin fee / account holder | $217 | $437-50.2% | $15,885-98.6% | $433-49.8% |