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 |
|---|---|---|
HENDERMAN JESSEE & CO2+ years Service code 10 · EIN 31-1490913 | Accounting | $8,300 |
ASCENSUS LLC2+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $6,641 |
Filed as: J J B HILLIARD W LYONS Service code 55 | Other Commissions | $112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,586 | $58,828-70.1% | $78,002-77.5% | $62,881-72.0% |
| Participation rate | 87.6% | 71.1%+16.6pp | 75.5%+12.1pp | 69.3%+18.3pp |
| Annual return | 5.78% | 17.16%-11.4pp | 425.99%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,281 | $1,672-23.3% | $2,470-48.1% | $2,281-43.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $120 | $4,393-97.3% | $5,481-97.8% | $4,296-97.2% |