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 |
|---|---|---|
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,476 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $10,476 |
Service code 49 · EIN 54-1953648 205 VAN BUREN STREET STE 120 · HERNDON, VA 20170 | Other Services | $10,032 |
Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,941 | $95,415+175.6% | $185,851+41.5% | $85,851+206.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.42% | 23.59%-9.2pp | 122.11%-107.7pp | 318.63%-304.2pp |
| Employer contribution / active EE | $9,472 | $3,314+185.8% | $5,168+83.3% | $2,565+269.2% |
| Participant deferral / active EE | $7,232 | $3,424+111.2% | $5,569+29.9% | $3,952+83.0% |
| Admin fee / account holder | $71 | $7,215-99.0% | $16,245-99.6% | $6,261-98.9% |