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 15 · EIN 13-3689044 | Recordkeeping | $38,681 |
OSBORNE & ASSOCIATES, INC.3 years Service code 15 · EIN 77-0573145 | Recordkeeping | $23,848 |
ATHERTON & ASSOCIATES LLP7 years Service code 10 · EIN 94-1239084 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,583 | $76,112-33.5% | $96,534-47.6% | $71,511-29.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 16.84% | 22.81%-6.0pp | 25.88%-9.0pp | 28.86%-12.0pp |
| Employer contribution / active EE | $2,273 | $2,248+1.1% | $2,965-23.4% | $2,589-12.2% |
| Participant deferral / active EE | $7,121 | $4,217+68.9% | $4,851+46.8% | $4,291+66.0% |
| Admin fee / account holder | $67 | $2,708-97.5% | $8,253-99.2% | $1,588-95.8% |