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 |
|---|---|---|
STEPHENS INC2 years Service code 23 · EIN 71-0641478 | Insurance services; Insurance brokera... | $32,519 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,456 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY4+ years Filed as: RELIANCE TRUST Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
RETIREMENT STRATEGIES, INC.4+ years Service code 37 · EIN 58-2380163 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,889 | $66,302+32.6% | $110,243-20.3% | $56,289+56.1% |
| Participation rate | 66.7% | 74.9%-8.2pp | 79.8%-13.2pp | 69.9%-3.2pp |
| Annual return | -4.13% | -1.18%-3.0pp | 314.76%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,103 | $2,047-46.1% | $3,827-71.2% | $2,111-47.8% |
| Participant deferral / active EE | $3,209 | $3,381-5.1% | $4,672-31.3% | $3,350-4.2% |
| Admin fee / account holder | $61 | $698-91.3% | $8,548-99.3% | $521-88.3% |