Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $300,618 |
JENNER & BLOCK LLP3 years Filed as: JENNER AND BLOCK LLC Service code 29 · EIN 36-2192554 | Legal | $143,255 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 16 · EIN 38-1357951 | Consulting | $7,642 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,391 | $139,251+33.9% | $113,397+64.4% | $100,573+85.3% |
| Participation rate | 75.3% | 88.8%-13.5pp | 76.5%-1.2pp | 70.9%+4.4pp |
| Annual return | 21.14% | 14.13%+7.0pp | 23.20%-2.1pp | 18.89%+2.3pp |
| Employer contribution / active EE | $3,254 | $3,969-18.0% | $2,977+9.3% | $3,763-13.5% |
| Participant deferral / active EE | $5,804 | $7,399-21.6% | $5,076+14.3% | $4,921+17.9% |
| Admin fee / account holder | $84 | $149-43.9% | $11,957-99.3% | $454-81.5% |