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 |
|---|---|---|
BCGM WEALTH MANAGEMENT LLC2 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $76,568 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,033 |
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 | $91,811 | $62,581+46.7% | $124,693-26.4% | $86,813+5.8% |
| Participation rate | 82.8% | 56.9%+25.9pp | 74.6%+8.1pp | 72.3%+10.5pp |
| Annual return | 15.11% | 26.67%-11.6pp | 5144.19%-5129.1pp | 97.93%-82.8pp |
| Employer contribution / active EE | $2,348 | $1,604+46.4% | $3,324-29.4% | $2,406-2.4% |
| Participant deferral / active EE | $4,960 | $2,725+82.0% | $4,615+7.5% | $4,131+20.1% |
| Admin fee / account holder | $122 | $170-28.3% | $7,494-98.4% | $170-28.2% |