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 99 · EIN 59-2937883 | Other Fees | $28,873 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,414 | $81,494-43.0% | $133,978-65.4% | $73,497-36.8% |
| Participation rate | 86.7% | 76.4%+10.3pp | 79.8%+6.8pp | 70.7%+16.0pp |
| Annual return | 14.40% | 19.40%-5.0pp | 45.10%-30.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,844 | $3,787-24.9% | $5,047-43.6% | $3,740-23.9% |
| Admin fee / account holder | $7 | $713-99.0% | $8,930-99.9% | $513-98.6% |