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 |
|---|---|---|
RONALD BLUE & COMPANY1 year Filed as: RONALD SOKOLOWSKI Service code 30 · EIN 13-3234213 | Employee (plan) | $44,400 |
TAMMI HABERMEHL10+ years Service code 30 · EIN 13-3234213 | Employee (plan) | $34,283 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $27,600 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $19,357 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $12,133 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $141,811-100.0% | $141,811-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 15.2%-15.2pp | 31.0%-31.0pp |
| Annual return | 235.43% | 8.47%+227.0pp | 9.03%+226.4pp | 14.18%+221.3pp |
| Employer contribution / active EE | $0 | $40,931-100.0% | $26,284-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $940-100.0% | $940-100.0% | $17,688-100.0% |