Filed April 26, 2017
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 43-1451524 | Advisory (Plan) | $38,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,461 |
Annual investment return 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 | $113,805 | $101,591+12.0% | $147,096-22.6% | $74,429+52.9% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.8pp |
| Annual return | 12.41% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $5,005 | $3,813+31.3% | $4,936+1.4% | $2,625+90.7% |
| Participant deferral / active EE | $12,060 | $7,302+65.2% | $8,071+49.4% | $4,348+177.3% |
| Admin fee / account holder | $212 | $1,750-87.9% | $13,005-98.4% | $1,944-89.1% |