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 37 · EIN 04-2647786 | Loan Processing | $45,641 |
AUSTIN MONEY MANAGEMENT2 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $28,570 |
Employer 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 | $42,261 | $74,188-43.0% | $115,756-63.5% | $64,819-34.8% |
| Participation rate | 90.7% | 76.2%+14.5pp | 77.1%+13.6pp | 71.5%+19.2pp |
| Annual return | -15.65% | -11.81%-3.8pp | 143.14%-158.8pp | 32.84%-48.5pp |
| Employer contribution / active EE | $578 | $3,365-82.8% | $3,793-84.7% | $2,507-76.9% |
| Participant deferral / active EE | $4,195 | $5,294-20.8% | $6,254-32.9% | $4,311-2.7% |
| Admin fee / account holder | $177 | $148+19.3% | $8,124-97.8% | $188-5.8% |