Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL ADVISORS LLC2 years Service code 15 1551 THREE CROWNS DRIVE · CASPER, WY 82604 | Recordkeeping | $10,869 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,560 | $65,125-62.3% | $143,797-82.9% | $66,949-63.3% |
| Participation rate | 64.8% | 65.2%-0.4pp | 80.3%-15.6pp | 69.8%-5.1pp |
| Annual return | -16.54% | -11.13%-5.4pp | -0.04%-16.5pp | 1.57%-18.1pp |
| Employer contribution / active EE | $1,720 | $2,362-27.2% | $4,952-65.3% | $2,545-32.4% |
| Participant deferral / active EE | $3,140 | $2,920+7.5% | $5,638-44.3% | $4,239-25.9% |
| Admin fee / account holder | $185 | $503-63.3% | $14,679-98.7% | $594-68.9% |