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 55 · EIN 42-1445429 | Other Commissions | $24,579 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,598 | $76,696+10.3% | $96,538-12.4% | $71,529+18.3% |
| Participation rate | 55.0% | 66.6%-11.6pp | 74.3%-19.4pp | 67.9%-13.0pp |
| Annual return | 15.33% | 48.32%-33.0pp | 35.74%-20.4pp | 28.97%-13.6pp |
| Employer contribution / active EE | $1,987 | $3,032-34.4% | $3,740-46.9% | $2,590-23.3% |
| Participant deferral / active EE | $3,639 | $3,770-3.5% | $4,880-25.4% | $4,291-15.2% |
| Admin fee / account holder | $1 | $2,030-100.0% | $6,737-100.0% | $1,588-99.9% |