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 |
|---|---|---|
PURVIS GRAY4 years Filed as: PURVIS GRAY & COMPANY Service code 10 · EIN 59-0548468 | Accounting | $16,000 |
MORSE DOMEIER BUMGARDNER LLC5 years Service code 13 · EIN 81-4636200 | Contract Administrator | $15,113 |
SANSOME STREET APPRAISERS, INC.10+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $8,000 |
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 | $77,855 | $89,465-13.0% | $165,071-52.8% | $77,736+0.2% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.8pp |
| Annual return | 1.65% | 28.86%-27.2pp | 70.17%-68.5pp | 31.26%-29.6pp |
| Employer contribution / active EE | $5,836 | $2,565+127.5% | $4,347+34.2% | $2,728+113.9% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $132 | $340-61.1% | $12,695-99.0% | $433-69.5% |