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 |
|---|---|---|
ARJADUIS CAPITAL1 year Service code 35 | Employee (plan sponsor) | $17,674 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,613 |
NPPG1 year Service code 10 · EIN 22-3349752 | Accounting | $1,870 |
THE VARGO COMPANY1 year Service code 10 · EIN 27-4305376 | Accounting | $1,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,629 | $104,497-57.3% | $159,487-72.0% | $79,389-43.8% |
| Participation rate | 64.1% | 76.6%-12.6pp | 82.8%-18.8pp | 70.7%-6.7pp |
| Annual return | 18.11% | 67.98%-49.9pp | 263.71%-245.6pp | 116.89%-98.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,830 | $6,468-56.2% | $7,354-61.5% | $4,046-30.0% |
| Admin fee / account holder | $90 | $711-87.3% | $10,804-99.2% | $626-85.6% |