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 |
|---|---|---|
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $26,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $563 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,116 | $101,653-55.6% | $147,080-69.3% | $74,459-39.4% |
| Participation rate | 94.6% | 75.6%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 52.39% | 8754.98%-8702.6pp | 420.17%-367.8pp | 1369.70%-1317.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,891 | $7,304+49.1% | $8,066+35.0% | $4,350+150.4% |
| Admin fee / account holder | $107 | $1,752-93.9% | $12,989-99.2% | $1,945-94.5% |