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 |
|---|---|---|
SELECT EQUITY GROUP, L.P.2 years Filed as: SELECT EQUITY GROUP Service code 51 · EIN 46-3465710 | Investment Mgmt Fees | $109,433 |
AMERICAN FUNDS2 years Filed as: SECURITY CAPITAL RESEARCH & MANAGEM Service code 51 · EIN 36-4130398 | Investment Mgmt Fees | $13,690 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 10.29% | 6.37%+3.9pp | 8.04%+2.3pp | 7.65%+2.6pp |
| Employer contribution / active EE | $84,272 | $48,951+72.2% | $42,693+97.4% | $20,582+309.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |