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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $48,601 |
ACUFF & ASSOCIATES, INC.1+ years Service code 17 · EIN 62-1477251 | Pension Consulting | $20,709 |
LEE, DANNER & BASS, INC.1+ years Service code 71 · EIN 62-1327844 | Brokerage Fees | $15,247 |
LBMC, PC1+ years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $12,100 |
CHARLES SCHWAB & CO., INC.1+ years Service code 15 | Recordkeeping | $0 |
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 | $132,693 | $37,117+257.5% | $147,617-10.1% | $55,191+140.4% |
| Participation rate | 99.4% | 63.6%+35.8pp | 84.6%+14.8pp | 69.2%+30.3pp |
| Annual return | 1.21% | 3.44%-2.2pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $7,138 | $1,620+340.5% | $5,564+28.3% | $1,899+275.9% |
| Participant deferral / active EE | $3,370 | $1,985+69.7% | $4,895-31.2% | $3,046+10.6% |
| Admin fee / account holder | $198 | $86+131.4% | $11,612-98.3% | $91+118.1% |