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 |
|---|---|---|
HOGANTAYLOR LLP6 years Service code 10 · EIN 73-1413977 | Accounting | $8,170 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,723 | $63,904-48.8% | $89,340-63.4% | $67,986-51.9% |
| Participation rate | 99.4% | 54.3%+45.1pp | 69.6%+29.8pp | 57.2%+42.2pp |
| Annual return | 17.88% | 18.09%-0.2pp | 20.57%-2.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $706 | $1,627-56.6% | $2,231-68.4% | $2,019-65.0% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $42 | $3,315-98.7% | $6,704-99.4% | $3,203-98.7% |