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) | $67,462 |
ARONSON LLC6+ years Service code 10 · EIN 37-1611326 | Accounting | $17,600 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,581 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,009 | $100,801+15.1% | $149,730-22.5% | $73,412+58.0% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.4pp |
| Annual return | 15.41% | 265.34%-249.9pp | 276.70%-261.3pp | 59.30%-43.9pp |
| Employer contribution / active EE | $1,979 | $3,312-40.2% | $4,645-57.4% | $2,234-11.4% |
| Participant deferral / active EE | $8,001 | $6,404+24.9% | $6,843+16.9% | $3,806+110.2% |
| Admin fee / account holder | $20 | $181-89.0% | $9,310-99.8% | $158-87.4% |