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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,334 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,702 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,717 | $95,438+19.2% | $135,982-16.4% | $74,473+52.7% |
| Participation rate | 93.3% | 78.2%+15.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 18.09% | 32.61%-14.5pp | 68.32%-50.2pp | 34.36%-16.3pp |
| Employer contribution / active EE | $2,110 | $3,878-45.6% | $4,859-56.6% | $2,638-20.0% |
| Participant deferral / active EE | $10,163 | $7,790+30.5% | $7,760+31.0% | $4,530+124.3% |
| Admin fee / account holder | $22 | $259-91.3% | $10,767-99.8% | $347-93.5% |