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 |
|---|---|---|
MCG SECURITIES LLC5+ years Service code 53 · EIN 30-0722214 | Insurance Commissions | $76,232 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $28,294 |
Service code 49 · EIN 04-1590850 | Other Services | $338 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $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 | $174,504 | $89,652+94.6% | $141,191+23.6% | $65,185+167.7% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.5%+16.4pp | 70.2%+28.6pp |
| Annual return | 24.15% | 32.79%-8.6pp | 71.41%-47.3pp | 29.38%-5.2pp |
| Employer contribution / active EE | $3,235 | $3,065+5.6% | $4,736-31.7% | $2,177+48.6% |
| Participant deferral / active EE | $8,821 | $5,691+55.0% | $6,710+31.5% | $3,514+151.0% |
| Admin fee / account holder | $2 | $569-99.7% | $10,264-100.0% | $847-99.8% |