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 |
|---|---|---|
HAYS FINANCIAL GROUP2 years Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $42,784 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,195 | $101,499-39.7% | $147,005-58.4% | $74,546-17.9% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 20.77% | 8732.34%-8711.6pp | 418.76%-398.0pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $6,624 | $3,811+73.8% | $4,934+34.3% | $2,624+152.4% |
| Participant deferral / active EE | $15,470 | $7,304+111.8% | $8,070+91.7% | $4,347+255.8% |
| Admin fee / account holder | $134 | $1,748-92.3% | $13,006-99.0% | $1,944-93.1% |