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 |
|---|---|---|
INGHAM & COMPANY8+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $104,147 |
NATIONAL FINANCIAL SERVICES8+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $12,606 |
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 | $140,045 | $46,332+202.3% | $143,799-2.6% | $64,819+116.1% |
| Participation rate | 91.1% | 64.2%+26.8pp | 80.3%+10.7pp | 71.5%+19.6pp |
| Annual return | -18.93% | -10.05%-8.9pp | -0.04%-18.9pp | 32.84%-51.8pp |
| Employer contribution / active EE | $7,459 | $1,911+290.3% | $4,952+50.6% | $2,507+197.6% |
| Participant deferral / active EE | $5,820 | $2,647+119.8% | $5,638+3.2% | $4,311+35.0% |
| Admin fee / account holder | $269 | $154+74.8% | $14,677-98.2% | $188+43.2% |