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 15 · EIN 01-0233346 | Recordkeeping | $974 |
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 | $107,617 | $86,298+24.7% | $111,308-3.3% | $85,847+25.4% |
| Participation rate | 87.1% | 73.3%+13.7pp | 77.3%+9.7pp | 69.3%+17.7pp |
| Annual return | 12.26% | 19.99%-7.7pp | 54.67%-42.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,914 | $2,044-6.3% | $2,732-29.9% | $2,565-25.4% |
| Participant deferral / active EE | $4,822 | $3,641+32.5% | $4,487+7.5% | $3,952+22.0% |
| Admin fee / account holder | $32 | $8,189-99.6% | $7,965-99.6% | $6,261-99.5% |