Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PFG1+ years Service code 14 · EIN 42-0127290 | Plan Administrator | $10,680 |
BCF1+ years Service code 10 · EIN 77-0144125 | Accounting | $6,975 |
SEG PARTNERS II, L.P.1+ years Filed as: SEG Service code 34 · EIN 33-0204776 | Valuation (appraisals, etc.); Direct ... | $4,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,888 | $70,002-68.7% | $115,038-81.0% | $52,331-58.2% |
| Participation rate | 95.8% | 72.1%+23.7pp | 81.4%+14.4pp | 68.1%+27.7pp |
| Annual return | -16.48% | 4.04%-20.5pp | 26.14%-42.6pp | 4.54%-21.0pp |
| Employer contribution / active EE | $3,814 | $2,715+40.5% | $4,608-17.2% | $1,882+102.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $139 | $566-75.4% | $8,175-98.3% | $592-76.5% |