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 | $38,273 |
KOCH ENTERPRISES INC1 year Filed as: KOCH SIEDHOFF AND DUNN Service code 10 · EIN 48-0922808 | Accounting | $25,350 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $11,795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,853 | $65,125+105.5% | $143,797-6.9% | $66,949+99.9% |
| Participation rate | 95.7% | 65.2%+30.5pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -16.08% | -11.13%-4.9pp | -0.04%-16.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $8,690 | $2,362+267.9% | $4,952+75.5% | $2,545+241.4% |
| Participant deferral / active EE | $6,852 | $2,920+134.6% | $5,638+21.5% | $4,239+61.6% |
| Admin fee / account holder | $75 | $503-85.1% | $14,679-99.5% | $594-87.4% |