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 |
|---|---|---|
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $1,125 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $350 |
BSP CONSULTING1 year Filed as: BSP RETIREMENT SERVICES Service code 13 3937 TAMPA RD STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,626 | $64,010-10.0% | $108,359-46.8% | $64,340-10.4% |
| Participation rate | 87.4% | 49.4%+38.0pp | 70.1%+17.3pp | 55.2%+32.1pp |
| Annual return | 23.03% | 19.74%+3.3pp | 36.89%-13.9pp | 24.14%-1.1pp |
| Employer contribution / active EE | $1,869 | $1,029+81.7% | $2,399-22.1% | $1,862+0.4% |
| Participant deferral / active EE | $2,996 | $2,395+25.1% | $4,137-27.6% | $2,980+0.5% |
| Admin fee / account holder | -$21 | $4,885-100.4% | $9,741-100.2% | $3,703-100.6% |