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 27 · EIN 04-2675571 | Advisory (Plan) | $32,570 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,717 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $111,477 | $89,652+24.3% | $141,191-21.0% | $65,185+71.0% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.5%+15.6pp | 70.2%+27.8pp |
| Annual return | 26.31% | 32.79%-6.5pp | 71.41%-45.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $8,168 | $3,065+166.5% | $4,736+72.5% | $2,177+275.3% |
| Participant deferral / active EE | $12,308 | $5,691+116.3% | $6,710+83.4% | $3,514+250.2% |
| Admin fee / account holder | $29 | $569-94.9% | $10,264-99.7% | $847-96.6% |