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 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $20,000 |
LION STREET ADVISORS LLC6 years Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS ST · AUSITN, TX 78701 | Advisory (Plan) | $20,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,742 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $12,579 |
Filed as: ANGELL PENSION GROUP Service code 13 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Contract Administrator | $2,500 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 45-0451140 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,803 | $67,594+74.3% | $77,361+52.3% | $69,733+68.9% |
| Participation rate | 96.6% | 71.7%+24.9pp | 75.0%+21.6pp | 62.5%+34.1pp |
| Annual return | 13.77% | 19.20%-5.4pp | 1011.54%-997.8pp | 15.22%-1.5pp |
| Employer contribution / active EE | $5,349 | $2,649+101.9% | $2,990+78.9% | $2,250+137.7% |
| Participant deferral / active EE | $8,955 | $3,401+163.3% | $3,911+129.0% | $3,054+193.2% |
| Admin fee / account holder | $177 | $1,159-84.7% | $5,894-97.0% | $3,102-94.3% |