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 | Claims processing; Recordkeeping and ... | $118,240 |
NFP RETIREMENT INC8 years Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $55,000 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 16 · EIN 04-2647786 | Consulting | $390 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,493 | $50,902+95.5% | $155,534-36.0% | $77,736+28.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.14% | 34.85%-19.7pp | 64.92%-49.8pp | 31.26%-16.1pp |
| Employer contribution / active EE | $5,619 | $1,991+182.2% | $4,675+20.2% | $2,728+106.0% |
| Participant deferral / active EE | $7,829 | $2,824+177.2% | $5,630+39.0% | $4,651+68.3% |
| Admin fee / account holder | $262 | $437-40.1% | $15,900-98.4% | $433-39.6% |