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 |
|---|---|---|
LIFEMARK SECURITIES CORP1 year Filed as: LIFEMARK SECURITIES Service code 27 400 WEST METRO PARK · ROCHESTER, NY 14623 | Advisory (Plan) | $15,304 |
ASCENSUS LLC4+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $13,575 |
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 | $17,305 | $47,977-63.9% | $154,111-88.8% | $56,287-69.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 83.0%-3.8pp | 69.9%+9.4pp |
| Annual return | -6.50% | 3.54%-10.0pp | 735.18%-741.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,484 | $2,169-31.6% | $5,298-72.0% | $2,111-29.7% |
| Participant deferral / active EE | $3,182 | $2,392+33.0% | $5,081-37.4% | $3,350-5.0% |
| Admin fee / account holder | $168 | $438-61.7% | $13,411-98.7% | $521-67.8% |