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 |
|---|---|---|
BLAND & ASSOCIATES3 years Service code 10 · EIN 47-0698853 | Accounting | $12,125 |
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $10,694 |
STERN VALUATION1 year Service code 11 · EIN 12-3145674 | Actuarial | $9,350 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,586 | $101,499-38.3% | $147,005-57.4% | $74,546-16.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 24.45% | 8732.34%-8707.9pp | 418.76%-394.3pp | 1366.03%-1341.6pp |
| Employer contribution / active EE | $2,703 | $3,811-29.1% | $4,934-45.2% | $2,624+3.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $215 | $1,748-87.7% | $13,006-98.3% | $1,944-88.9% |