Filed September 18, 2017
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 |
|---|---|---|
ARONSON LLC4 years Service code 10 · EIN 37-1611326 | Accounting | $18,100 |
PRM CONSULTING INC3 years Filed as: PRM CONSULTING Service code 14 · EIN 52-2156813 | Plan Administrator | $8,200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,369 | $51,223+86.2% | $82,763+15.2% | $66,949+42.5% |
| Participation rate | 94.4% | 67.9%+26.5pp | 72.6%+21.9pp | 69.8%+24.6pp |
| Annual return | -10.09% | -9.85%-0.2pp | 702.45%-712.5pp | 1.57%-11.7pp |
| Employer contribution / active EE | $5,201 | $2,611+99.2% | $3,008+72.9% | $2,545+104.3% |
| Participant deferral / active EE | $5,916 | $3,460+71.0% | $4,395+34.6% | $4,239+39.6% |
| Admin fee / account holder | $4 | $415-99.0% | $5,325-99.9% | $594-99.3% |