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 |
|---|---|---|
ARGENT TRUST COMPANY3+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $17,311 |
ASCIB, L.P.3+ years Service code 34 · EIN 75-2840581 | Valuation (appraisals, etc.); Direct ... | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,586 | $89,739-79.3% | $149,721-87.6% | $62,293-70.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.90% | 21.01%-3.1pp | 1501.67%-1483.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,305 | $3,233-59.6% | $5,444-76.0% | $2,042-36.1% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $150 | $551-72.9% | $11,282-98.7% | $479-68.8% |