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 |
|---|---|---|
EUREKA VALUATION1 year Service code 34 · EIN 33-0949361 | Valuation (appraisals, etc.); Other f... | $10,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,254 | $69,383-11.7% | $101,275-39.5% | $73,497-16.7% |
| Participation rate | 95.5% | 68.4%+27.2pp | 75.8%+19.7pp | 70.7%+24.9pp |
| Annual return | 70.24% | 18.46%+51.8pp | 46.48%+23.8pp | 28.51%+41.7pp |
| Employer contribution / active EE | $26,316 | $2,628+901.2% | $3,660+619.0% | $2,270+1059.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $40 | $704-94.4% | $5,948-99.3% | $513-92.3% |