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: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $17,320 |
STERN BROTHERS1 year Filed as: STERN Service code 11 · EIN 43-1749095 | Actuarial | $8,100 |
BLAND & ASSOCIATES3 years Filed as: BLAND AND ASSOCIATES Service code 10 · EIN 47-0698853 | Accounting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,536 | $105,210-46.3% | $159,487-64.6% | $85,851-34.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.60% | 45.08%-36.5pp | 263.71%-255.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $3,371 | $3,319+1.6% | $4,831-30.2% | $2,565+31.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $284 | $6,934-95.9% | $10,804-97.4% | $6,261-95.5% |