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 |
|---|---|---|
CFD INVESTMENTS INC5+ years Service code 27 · EIN 35-1692812 | Advisory (Plan) | $57,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,714 |
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 | $73,196 | $124,414-41.2% | $115,170-36.4% | $67,579+8.3% |
| Participation rate | 84.7% | 58.1%+26.7pp | 75.9%+8.8pp | 71.3%+13.4pp |
| Annual return | 24.68% | 29.40%-4.7pp | 35.60%-10.9pp | 378.56%-353.9pp |
| Employer contribution / active EE | $2,042 | $1,454+40.4% | $3,179-35.8% | $2,148-4.9% |
| Participant deferral / active EE | $4,135 | $2,331+77.4% | $4,169-0.8% | $3,539+16.8% |
| Admin fee / account holder | $91 | $361-74.9% | $7,089-98.7% | $142-36.3% |