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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN STREET · WEST HARTFORD, CT 06107 | Advisory (Plan) | $18,180 |
Service code 55 1250 CAPITAL OF TEXAS HWY S# 2-125 · AUSTIN, TX 78746 | Other Commissions | $3,752 |
ACG ASSOCIATES, INC.2+ years Filed as: ACG ASSOCIATES, INC Service code 13 | Contract Administrator | $2,189 |
ACG ASSOCIATES, INC.2+ years Service code 13 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $167,109 | $25,723+549.7% | $69,182+141.6% | $55,167+202.9% |
| Participation rate | 38.2% | 39.4%-1.2pp | 55.1%-16.9pp | 69.0%-30.8pp |
| Annual return | 6.06% | 9.56%-3.5pp | -21.93%+28.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,054 | $963+9.4% | $1,897-44.5% | $3,054-65.5% |
| Admin fee / account holder | $343 | $365-6.1% | $2,697-87.3% | $504-32.0% |