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 |
|---|---|---|
CFO4LIFE2 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $44,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,891 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,722 | $62,267-58.7% | $110,243-76.7% | $55,725-53.8% |
| Participation rate | 97.2% | 78.1%+19.1pp | 79.8%+17.4pp | 70.9%+26.4pp |
| Annual return | 3.37% | -1.07%+4.4pp | 314.76%-311.4pp | 244.93%-241.6pp |
| Employer contribution / active EE | $2,728 | $1,941+40.5% | $3,827-28.7% | $2,078+31.3% |
| Participant deferral / active EE | $4,722 | $3,516+34.3% | $4,672+1.1% | $3,356+40.7% |
| Admin fee / account holder | $182 | $121+50.2% | $8,548-97.9% | $115+57.7% |