Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,796 |
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 | $77,035 | $112,932-31.8% | $103,065-25.3% | $74,478+3.4% |
| Participation rate | 97.3% | 80.8%+16.5pp | 80.6%+16.7pp | 67.2%+30.0pp |
| Annual return | 19.76% | 23.24%-3.5pp | 23.95%-4.2pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $5,787 | $4,881+18.6% | $4,675+23.8% | $2,626+120.3% |
| Participant deferral / active EE | $9,321 | $7,279+28.0% | $6,625+40.7% | $4,350+114.3% |
| Admin fee / account holder | $782 | $1,707-54.2% | $9,349-91.6% | $1,946-59.8% |