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 |
|---|---|---|
BESTEN & DIERUF5 years Service code 10 · EIN 45-3048812 | Accounting | $7,950 |
BENEFITS ADMINISTRATORS, LLC5 years Filed as: BENEFITS ADMINISTRATORS Service code 10 · EIN 61-1291181 | Accounting | $7,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,568 | $80,748-12.6% | $102,383-31.1% | $74,429-5.2% |
| Participation rate | 96.6% | 65.7%+30.9pp | 74.5%+22.1pp | 67.2%+29.4pp |
| Annual return | 14.40% | 27.57%-13.2pp | 24.94%-10.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $17,021 | $3,159+438.8% | $3,870+339.8% | $2,625+548.5% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $78 | $2,371-96.7% | $8,391-99.1% | $1,944-96.0% |