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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,214 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,522 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,324 | $61,789-18.6% | $97,167-48.2% | $80,874-37.8% |
| Participation rate | 78.9% | 63.5%+15.5pp | 72.7%+6.3pp | 67.6%+11.3pp |
| Annual return | 15.78% | -557.90%+573.7pp | 75.27%-59.5pp | 35.62%-19.8pp |
| Employer contribution / active EE | $3,381 | $1,837+84.1% | $2,729+23.9% | $2,756+22.7% |
| Participant deferral / active EE | $6,610 | $3,028+118.3% | $4,264+55.0% | $4,297+53.8% |
| Admin fee / account holder | $228 | $5,168-95.6% | $5,650-96.0% | $6,935-96.7% |