Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $46,159 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 02-7210900 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $43,154 |
THE BENEFIT PRACTICE8+ years Service code 13 1055 WASHINGTON BLVD. · STAMFORD, CT 069012218 | Contract Administrator | $29,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,437 | $89,465-4.5% | $165,071-48.2% | $77,736+9.9% |
| Participation rate | 93.3% | 78.6%+14.6pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 13.66% | 28.86%-15.2pp | 70.17%-56.5pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,711 | $2,565+5.7% | $4,347-37.6% | $2,728-0.6% |
| Participant deferral / active EE | $6,667 | $4,904+35.9% | $6,035+10.5% | $4,651+43.4% |
| Admin fee / account holder | $188 | $340-44.8% | $12,695-98.5% | $433-56.7% |