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 | Investment management; Shareholder se... | $115,283 |
SB & COMPANY, LLC7 years Service code 10 · EIN 20-2153727 | Accounting | $13,350 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $40,682 | $50,150-18.9% | $149,723-72.8% | $80,169-49.3% |
| Participation rate | 92.0% | 64.3%+27.7pp | 78.8%+13.3pp | 72.9%+19.1pp |
| Annual return | 13.83% | 29.80%-16.0pp | 134.50%-120.7pp | 40.39%-26.6pp |
| Employer contribution / active EE | $1,470 | $1,868-21.3% | $4,821-69.5% | $2,978-50.6% |
| Participant deferral / active EE | $4,676 | $3,195+46.4% | $5,682-17.7% | $5,016-6.8% |
| Admin fee / account holder | $54 | $153-64.9% | $13,215-99.6% | $145-63.0% |