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 | Investment management; Recordkeeping ... | $73,848 |
Service code 15 · EIN 61-1758632 | Recordkeeping | $28,250 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $17,365 | $37,196-53.3% | $154,111-88.7% | $55,725-68.8% |
| Participation rate | 94.8% | 64.1%+30.7pp | 83.0%+11.7pp | 70.9%+23.9pp |
| Annual return | 10.03% | 1319.68%-1309.6pp | 735.18%-725.2pp | 244.93%-234.9pp |
| Employer contribution / active EE | $1,588 | $1,614-1.6% | $5,298-70.0% | $2,078-23.6% |
| Participant deferral / active EE | $1,262 | $2,068-39.0% | $5,081-75.2% | $3,356-62.4% |
| Admin fee / account holder | $85 | $102-16.3% | $13,411-99.4% | $115-26.2% |