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 |
|---|---|---|
T R PAUL INC.5+ years Filed as: TR PAUL INC Service code 27 · EIN 06-0906361 | Advisory (Plan) | $10,896 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $7,760 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,142 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,469 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,609 | $50,666-17.9% | $76,667-45.7% | $65,186-36.2% |
| Participation rate | 99.2% | 68.8%+30.4pp | 72.1%+27.1pp | 70.2%+29.0pp |
| Annual return | 16.87% | 28.51%-11.6pp | 1166.74%-1149.9pp | 29.39%-12.5pp |
| Employer contribution / active EE | $2,050 | $1,575+30.2% | $2,303-11.0% | $2,177-5.8% |
| Participant deferral / active EE | $3,787 | $2,647+43.1% | $3,336+13.5% | $3,514+7.8% |
| Admin fee / account holder | $41 | $463-91.2% | $6,423-99.4% | $847-95.2% |