Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,798 |
TRUTINA FINANCIAL3 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $21,062 |
Filed as: FLEX-PLAN RETIREMENT SERVICES INC Service code 49 | Other Services | $4,839 |
Service code 49 · EIN 80-0102330 P.O. BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,355 | $48,432-0.2% | $121,204-60.1% | $71,511-32.4% |
| Participation rate | 91.0% | 54.3%+36.7pp | 69.5%+21.5pp | 67.9%+23.1pp |
| Annual return | 16.44% | 23.28%-6.8pp | 987.18%-970.7pp | 28.86%-12.4pp |
| Employer contribution / active EE | $2,432 | $1,493+62.9% | $4,170-41.7% | $2,589-6.1% |
| Participant deferral / active EE | $5,015 | $2,756+82.0% | $4,083+22.8% | $4,291+16.9% |
| Admin fee / account holder | $181 | $1,845-90.2% | $5,651-96.8% | $1,588-88.6% |