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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $33,011 |
Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 · EIN 20-1113894 | Advisory (Plan) | $25,000 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $11,500 |
Service code 27 · EIN 47-0712652 | Advisory (Plan) | $6,179 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $2,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,346 | $84,499+102.8% | $125,391+36.6% | $66,949+155.9% |
| Participation rate | 93.1% | 76.4%+16.6pp | 82.4%+10.7pp | 69.8%+23.2pp |
| Annual return | -14.34% | -8.49%-5.8pp | 572.41%-586.7pp | 1.57%-15.9pp |
| Employer contribution / active EE | $10,548 | $3,554+196.8% | $4,816+119.0% | $2,545+314.4% |
| Participant deferral / active EE | $10,238 | $6,785+50.9% | $7,448+37.5% | $4,239+141.5% |
| Admin fee / account holder | $312 | $685-54.5% | $10,009-96.9% | $594-47.5% |