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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $14,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,345 | $54,674-51.8% | $76,089-65.4% | $74,429-64.6% |
| Participation rate | 95.2% | 60.3%+34.9pp | 69.1%+26.2pp | 67.2%+28.0pp |
| Annual return | 14.36% | 31.89%-17.5pp | 360.94%-346.6pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $717 | $1,781-59.8% | $2,690-73.4% | $2,625-72.7% |
| Participant deferral / active EE | $2,946 | $3,071-4.1% | $4,259-30.8% | $4,348-32.2% |
| Admin fee / account holder | $57 | $2,238-97.4% | $6,418-99.1% | $1,944-97.1% |