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 |
|---|---|---|
SWERDLIN & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $33,917 |
ARGENT FINANCIAL GROUP2+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $32,275 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $17,618 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 201 N ILLINOIS STREET · INDIANAPOLIS, IN 46244 | Accounting | $13,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,015 | $57,921-24.0% | $84,753-48.1% | $57,658-23.7% |
| Participation rate | 99.6% | 72.9%+26.6pp | 76.6%+23.0pp | 70.2%+29.3pp |
| Annual return | 15.72% | 10.24%+5.5pp | 22.78%-7.1pp | 5.13%+10.6pp |
| Employer contribution / active EE | $553 | $2,598-78.7% | $3,574-84.5% | $1,974-72.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $167 | $130+28.6% | $5,333-96.9% | $95+76.5% |