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 LLC3 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $60,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,141 | $52,122+34.6% | $104,301-32.8% | $64,819+8.2% |
| Participation rate | 85.0% | 56.0%+29.0pp | 73.3%+11.7pp | 71.5%+13.5pp |
| Annual return | -15.22% | 13.26%-28.5pp | 24.61%-39.8pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,372 | $1,627+45.8% | $3,373-29.7% | $2,507-5.4% |
| Participant deferral / active EE | $4,739 | $2,823+67.9% | $4,626+2.4% | $4,311+9.9% |
| Admin fee / account holder | $74 | $155-52.3% | $7,340-99.0% | $188-60.7% |