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 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $166,610 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $55,125 |
HUTCHINSON AND BLOODGOOD LLP6 years Service code 10 · EIN 95-0858589 | Accounting | $19,800 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,631 | $46,464-40.5% | $150,298-81.6% | $79,634-65.3% |
| Participation rate | 92.2% | 57.0%+35.2pp | 77.8%+14.4pp | 62.5%+29.7pp |
| Annual return | 12.61% | 27.89%-15.3pp | 62.79%-50.2pp | 36.46%-23.8pp |
| Employer contribution / active EE | $2,797 | $1,512+85.0% | $4,154-32.7% | $2,529+10.6% |
| Participant deferral / active EE | $2,927 | $2,157+35.7% | $5,453-46.3% | $3,835-23.7% |
| Admin fee / account holder | $145 | $891-83.8% | $14,116-99.0% | $1,002-85.6% |