Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC1 year Service code 27 · EIN 76-0708798 | Advisory (Plan) | $7,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,127 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,803 | $102,429-3.5% | $147,096-32.8% | $80,925+22.1% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 18.62% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $11,628 | $3,716+212.9% | $4,936+135.6% | $2,756+321.9% |
| Participant deferral / active EE | $34,373 | $6,649+417.0% | $8,071+325.9% | $4,299+699.6% |
| Admin fee / account holder | $96 | $7,957-98.8% | $13,005-99.3% | $6,940-98.6% |