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 |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $9,450 |
MENKE & ASSOCIATES, INC.1 year Service code 13 · EIN 94-2349093 | Contract Administrator | $5,888 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,838 | $91,179-85.9% | $178,499-92.8% | $79,852-83.9% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 2.18% | 24.19%-22.0pp | 151.10%-148.9pp | 31.72%-29.5pp |
| Employer contribution / active EE | $288 | $3,256-91.1% | $5,011-94.2% | $2,471-88.3% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $143 | $6,749-97.9% | $13,986-99.0% | $5,306-97.3% |