Filed March 17, 2026
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 26 · EIN 20-1090152 | Advisory (Participants) | $17,001 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,169 |
TREE CITY ADVISORS2 years Service code 26 · EIN 47-4292326 | Advisory (Participants) | $7,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,598 | $46,332-31.8% | $143,797-78.0% | $64,824-51.3% |
| Participation rate | 43.5% | 64.2%-20.7pp | 80.3%-36.8pp | 71.5%-28.0pp |
| Annual return | 4.96% | -10.05%+15.0pp | -0.04%+5.0pp | 32.84%-27.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,919 | $2,647-27.5% | $5,638-66.0% | $4,311-55.5% |
| Admin fee / account holder | $101 | $154-34.6% | $14,679-99.3% | $188-46.4% |