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 |
|---|---|---|
PENCHECKS1 year Service code 99 · EIN 33-6134835 | Other Fees | $16,982 |
BURLEIGH CONSULTING GROUP4+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Consulting | $2,820 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 06-1194217 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 72 | Other investment fees and expenses | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,509 | $37,884-48.5% | $79,466-75.5% | $75,289-74.1% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 72.4%+24.4pp |
| Annual return | -8.66% | 1.06%-9.7pp | 718.28%-726.9pp | -0.04%-8.6pp |
| Employer contribution / active EE | $2,194 | $1,680+30.6% | $2,800-21.6% | $2,405-8.8% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $5,104-100.0% | $102-100.0% |