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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $91,805 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT SRVS.,INC. Service code 27 · EIN 52-1868818 | Advisory (Plan) | $50,000 |
HANCOCK ASKEW & CO., LLP2 years Service code 99 · EIN 58-0662558 | Other Fees | $15,400 |
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 | $22,136 | $78,419-71.8% | $133,978-83.5% | $73,412-69.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 79.8%+13.0pp | 72.2%+20.7pp |
| Annual return | 13.53% | 33.35%-19.8pp | 45.10%-31.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $834 | $2,044-59.2% | $3,919-78.7% | $2,234-62.6% |
| Participant deferral / active EE | $2,541 | $3,925-35.3% | $5,047-49.7% | $3,806-33.2% |
| Admin fee / account holder | $150 | $161-7.2% | $8,930-98.3% | $158-5.2% |