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 |
|---|---|---|
PRUDENT STREET FIN ADV LLC3+ years Service code 26 · EIN 74-2794194 | Advisory (Participants) | $78,446 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,958 |
INVESCO1 year Service code 26 C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407 | Advisory (Participants) | $11,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,921 | $55,453+228.1% | $170,435+6.7% | $62,293+192.0% |
| Participation rate | 96.6% | 66.4%+30.2pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 32.64% | 21.38%+11.3pp | 205.94%-173.3pp | 28.90%+3.7pp |
| Employer contribution / active EE | $10,729 | $2,164+395.9% | $5,432+97.5% | $2,042+425.4% |
| Participant deferral / active EE | $6,244 | $2,303+171.2% | $4,939+26.4% | $3,169+97.0% |
| Admin fee / account holder | $471 | $455+3.6% | $13,881-96.6% | $479-1.6% |