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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,803 |
CLARK & ANDERSON PA7 years Service code 10 · EIN 52-1175265 | Accounting | $36,117 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $27,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,959 | $46,332-9.4% | $143,799-70.8% | $64,819-35.3% |
| Participation rate | 88.7% | 64.2%+24.5pp | 80.3%+8.4pp | 71.5%+17.3pp |
| Annual return | -16.18% | -10.05%-6.1pp | -0.04%-16.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $1,179 | $1,911-38.3% | $4,952-76.2% | $2,507-53.0% |
| Participant deferral / active EE | $3,836 | $2,647+44.9% | $5,638-32.0% | $4,311-11.0% |
| Admin fee / account holder | $288 | $154+86.9% | $14,677-98.0% | $188+53.1% |