Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECREST BLAKEY & ASSOCIATES Service code 26 · EIN 27-0567130 | Advisory (Participants) | $42,743 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,976 | $101,653-19.4% | $147,080-44.3% | $74,459+10.1% |
| Participation rate | 92.9% | 75.6%+17.3pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 18.14% | 8754.98%-8736.8pp | 420.17%-402.0pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $5,565 | $3,813+45.9% | $4,933+12.8% | $2,626+111.9% |
| Participant deferral / active EE | $12,648 | $7,304+73.2% | $8,066+56.8% | $4,350+190.8% |
| Admin fee / account holder | $383 | $1,752-78.2% | $12,989-97.1% | $1,945-80.3% |