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 |
|---|---|---|
GRANT THORNTON LLP1 year Service code 16 · EIN 36-6055558 | Consulting | $9,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,592 | $73,404+189.6% | $87,103+144.1% | $67,582+214.6% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.9%+20.5pp | 71.3%+26.1pp |
| Annual return | 30.45% | 48.29%-17.8pp | 28.19%+2.3pp | 378.57%-348.1pp |
| Employer contribution / active EE | $8,482 | $2,014+321.2% | $2,521+236.4% | $2,148+294.9% |
| Participant deferral / active EE | $10,972 | $3,913+180.4% | $4,049+171.0% | $3,539+210.0% |
| Admin fee / account holder | -$27 | $142-118.9% | $7,491-100.4% | $142-118.8% |