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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $118,974 |
SB & COMPANY, LLC4 years Service code 10 · EIN 20-2153727 | Accounting | $6,450 |
NATIONAL FINANCIAL SERVICES5 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,690 | $56,095-34.6% | $178,503-79.4% | $90,274-59.4% |
| Participation rate | 52.5% | 65.6%-13.1pp | 81.9%-29.4pp | 73.4%-20.9pp |
| Annual return | 13.30% | 28.81%-15.5pp | 151.12%-137.8pp | 53.97%-40.7pp |
| Employer contribution / active EE | $716 | $1,572-54.5% | $5,011-85.7% | $2,523-71.6% |
| Participant deferral / active EE | $2,300 | $2,669-13.8% | $5,202-55.8% | $4,231-45.6% |
| Admin fee / account holder | $61 | $101-39.0% | $13,987-99.6% | $114-46.2% |