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 15 · EIN 35-0145825 | Recordkeeping | $94,951 |
EYRING, LEVITT & DRANEY1 year Filed as: ERYING LEAVITT AND DRANEY LLC Service code 10 · EIN 26-1783184 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,574 | $91,474+83.2% | $135,982+23.2% | $71,529+134.3% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 14.03% | 29.89%-15.9pp | 68.32%-54.3pp | 28.97%-14.9pp |
| Employer contribution / active EE | $4,713 | $3,705+27.2% | $4,859-3.0% | $2,590+82.0% |
| Participant deferral / active EE | $13,675 | $7,095+92.7% | $7,760+76.2% | $4,291+218.7% |
| Admin fee / account holder | $102 | $1,267-91.9% | $10,767-99.0% | $1,588-93.6% |