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 |
|---|---|---|
Service code 15 · EIN 58-2498531 | Recordkeeping | $6,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,164 | $47,977+223.4% | $154,108+0.7% | $56,289+175.7% |
| Participation rate | 99.0% | 66.2%+32.9pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -4.86% | 3.54%-8.4pp | 735.21%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $6,352 | $2,169+192.9% | $5,298+19.9% | $2,111+200.9% |
| Participant deferral / active EE | $4,732 | $2,392+97.9% | $5,081-6.9% | $3,350+41.3% |
| Admin fee / account holder | $391 | $438-10.9% | $13,411-97.1% | $521-25.0% |