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 |
|---|---|---|
PENTEGRA SERVICES, INC.4+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $51,967 |
TRUTINA FINANCIAL4+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $41,828 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONRAD, PS Service code 10 · EIN 91-1301672 | Accounting | $6,500 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,049 |
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 | $40,317 | $35,485+13.6% | $74,552-45.9% | $55,725-27.7% |
| Participation rate | 93.9% | 62.5%+31.4pp | 69.1%+24.8pp | 70.9%+23.1pp |
| Annual return | -4.54% | 0.72%-5.3pp | 32.53%-37.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $607 | $777-21.9% | $1,961-69.1% | $2,078-70.8% |
| Participant deferral / active EE | $3,084 | $2,181+41.4% | $3,108-0.8% | $3,356-8.1% |
| Admin fee / account holder | $257 | $114+125.2% | $5,060-94.9% | $115+123.5% |