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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,305 |
KOCH ENTERPRISES INC1 year Filed as: KOCH SIEDHOFF HAND & DUNN Service code 10 · EIN 48-0922808 | Accounting | $14,900 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 15 · EIN 13-3180178 | Recordkeeping | $9,677 |
Service code 15 | Recordkeeping | $693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,678 | $55,470+198.7% | $155,556+6.5% | $74,478+122.5% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 14.49% | 269.80%-255.3pp | 64.84%-50.3pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $8,274 | $2,267+265.0% | $4,675+77.0% | $2,626+215.1% |
| Participant deferral / active EE | $6,398 | $2,838+125.5% | $5,631+13.6% | $4,350+47.1% |
| Admin fee / account holder | $45 | $1,744-97.4% | $15,885-99.7% | $1,946-97.7% |