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 |
|---|---|---|
MATISSE CAPITAL2 years Service code 27 · EIN 27-5035231 | Advisory (Plan) | $14,808 |
BADER MARTIN, P.S.2 years Filed as: BADER MARTIN, P.S Service code 10 · EIN 91-1501421 | Accounting | $13,100 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $11,806 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,099 | $42,548-55.1% | $74,551-74.4% | $56,289-66.1% |
| Participation rate | 84.4% | 60.5%+23.9pp | 69.1%+15.2pp | 69.9%+14.5pp |
| Annual return | -6.95% | 12.40%-19.3pp | 32.53%-39.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,518 | $855+77.5% | $1,961-22.6% | $2,111-28.1% |
| Participant deferral / active EE | $2,026 | $2,277-11.0% | $3,108-34.8% | $3,350-39.5% |
| Admin fee / account holder | $221 | $467-52.8% | $5,059-95.6% | $521-57.7% |