Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PROTPA4 years Filed as: PROTPA LLC Service code 13 · EIN 90-0666716 P.O. BOX 636 · MANSFIELD, OH 449010636 | Contract Administrator | $6,749 |
ESB WEALTH MANAGEMENT4 years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $2,931 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,269 | $62,177-88.3% | $81,370-91.1% | $74,478-90.2% |
| Participation rate | 45.3% | 64.1%-18.8pp | 69.5%-24.2pp | 67.2%-21.9pp |
| Annual return | 10.15% | 16.62%-6.5pp | 24.85%-14.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $8 | $1,881-99.6% | $2,464-99.7% | $2,626-99.7% |
| Participant deferral / active EE | $436 | $3,219-86.5% | $3,885-88.8% | $4,350-90.0% |
| Admin fee / account holder | $56 | $1,927-97.1% | $5,749-99.0% | $1,946-97.1% |