Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP2 years Service code 10 · EIN 73-1413977 | Accounting | $26,000 |
FRIDAY ELDREDGE & CLARK3+ years Service code 29 · EIN 71-0253637 | Legal | $19,531 |
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 | $74,183 | $80,005-7.3% | $140,019-47.0% | $55,725+33.1% |
| Participation rate | 90.5% | 87.0%+3.5pp | 87.5%+3.0pp | 70.9%+19.7pp |
| Annual return | 7.49% | 0.46%+7.0pp | 651.17%-643.7pp | 244.93%-237.4pp |
| Employer contribution / active EE | $2,130 | $3,403-37.4% | $5,605-62.0% | $2,078+2.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $111 | $116-4.2% | $10,705-99.0% | $115-3.8% |