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 |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $58,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,082 |
FRAZIER & DEETER, LLC7+ years Service code 10 · EIN 58-1433845 | Accounting | $13,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,024 | $78,339-48.9% | $85,708-53.3% | $93,010-57.0% |
| Participation rate | 92.6% | 72.5%+20.1pp | 69.9%+22.8pp | 73.9%+18.7pp |
| Annual return | 16.87% | 21.17%-4.3pp | 21.49%-4.6pp | 158.70%-141.8pp |
| Employer contribution / active EE | $1,720 | $2,560-32.8% | $2,618-34.3% | $2,705-36.4% |
| Participant deferral / active EE | $3,208 | $3,882-17.4% | $3,922-18.2% | $4,561-29.7% |
| Admin fee / account holder | $29 | $104-71.7% | $6,876-99.6% | $152-80.6% |