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 |
|---|---|---|
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $48,960 |
BLAKE & UHLIG, P.A.2+ years Service code 29 · EIN 48-0918231 | Legal | $32,651 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 | Accounting | $20,261 |
ASSET STRATEGY CONSULTANTS2+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $13,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,218 | $80,354-1.4% | $133,975-40.9% | $63,975+23.8% |
| Participation rate | 97.4% | 87.5%+9.9pp | 87.1%+10.3pp | 71.1%+26.2pp |
| Annual return | 7.70% | 13.11%-5.4pp | 29.29%-21.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,838 | $3,503+9.6% | $5,211-26.3% | $2,182+75.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $88 | $69+27.1% | $9,324-99.1% | $70+25.1% |