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 |
|---|---|---|
SANDERS, HOLLOWAY & RYAN10+ years Service code 14 2878 MAHAN DR. · TALLAHASSEE, FL 32308 | Plan Administrator | $10,225 |
CARSON ADVISORY INC3 years Filed as: CARSON & BELTZER, PLLC Service code 10 1 LIBERTY LANE · KINGSTON, NH 03848 | Accounting | $0 |
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 | $10,577 | $68,878-84.6% | $120,574-91.2% | $80,935-86.9% |
| Participation rate | 96.7% | 61.7%+35.0pp | 71.9%+24.8pp | 67.7%+29.0pp |
| Annual return | 12.88% | 23.67%-10.8pp | 107.42%-94.5pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,685 | $2,065-18.4% | $3,471-51.4% | $2,757-38.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $266 | $5,782-95.4% | $9,445-97.2% | $6,924-96.2% |