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 & DIERUF1 year Service code 10 · EIN 45-3048812 | Accounting | $7,450 |
Filed as: BENEFITS ADMINISTRATORS Service code 99 · EIN 61-1291181 | Other Fees | $5,475 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,835 |
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 | $45,676 | $69,383-34.2% | $101,264-54.9% | $73,493-37.9% |
| Participation rate | 82.9% | 68.4%+14.5pp | 75.8%+7.1pp | 70.7%+12.2pp |
| Annual return | 20.69% | 18.46%+2.2pp | 46.48%-25.8pp | 28.51%-7.8pp |
| Employer contribution / active EE | $3,209 | $2,628+22.1% | $3,660-12.3% | $2,270+41.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $75 | $704-89.3% | $5,947-98.7% | $513-85.3% |