Filed November 29, 2016
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 27 · EIN 52-1321340 | Advisory (Plan) | $26,062 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,321 |
Service code 16 · EIN 75-2866255 | Consulting | $5,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,533 | $125,797-21.7% | $170,043-42.1% | $75,173+31.1% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 25.02% | 27.20%-2.2pp | 53.40%-28.4pp | 160.72%-135.7pp |
| Employer contribution / active EE | $11,355 | $4,616+146.0% | $6,790+67.2% | $2,671+325.1% |
| Participant deferral / active EE | $6,575 | $6,838-3.8% | $10,410-36.8% | $4,126+59.3% |
| Admin fee / account holder | $430 | $8,177-94.7% | $12,824-96.6% | $5,651-92.4% |