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 47-1411118 | Advisory (Plan) | $60,643 |
ARONSON LLC5+ years Service code 10 · EIN 37-1611326 | Accounting | $19,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,152 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $120,759 | $88,122+37.0% | $141,177-14.5% | $67,579+78.7% |
| Participation rate | 95.1% | 76.5%+18.7pp | 82.5%+12.7pp | 71.3%+23.9pp |
| Annual return | 24.51% | 75.40%-50.9pp | 71.40%-46.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $2,761 | $3,224-14.4% | $4,736-41.7% | $2,148+28.6% |
| Participant deferral / active EE | $8,165 | $5,958+37.1% | $6,710+21.7% | $3,539+130.7% |
| Admin fee / account holder | $31 | $131-76.3% | $10,263-99.7% | $142-78.2% |