Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,651 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,826 | $47,163-24.0% | $149,696-76.1% | $74,460-51.9% |
| Participation rate | 83.0% | 63.4%+19.6pp | 78.8%+4.3pp | 70.7%+12.3pp |
| Annual return | 14.18% | 22.75%-8.6pp | 134.46%-120.3pp | 34.38%-20.2pp |
| Employer contribution / active EE | $2,000 | $1,907+4.9% | $4,821-58.5% | $2,638-24.2% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $10 | $343-97.2% | $13,212-99.9% | $348-97.3% |