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 |
|---|---|---|
COHN REZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,194 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,261 | $130,294+266.3% | $170,043+180.7% | $71,511+567.4% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.50% | 20.36%-2.9pp | 53.40%-35.9pp | 28.86%-11.4pp |
| Employer contribution / active EE | $7,306 | $4,385+66.6% | $6,790+7.6% | $2,589+182.2% |
| Participant deferral / active EE | $20,698 | $6,928+198.8% | $10,410+98.8% | $4,291+382.4% |
| Admin fee / account holder | $232 | $966-76.0% | $12,824-98.2% | $1,588-85.4% |