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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP, LLC Service code 28 · EIN 46-4255096 6720 B ROCKLEDGE DRIVE, SUITE 400 · BETHESDA, MD 20817 | Investment Management | $22,973 |
BRINKER CAPITAL3 years Service code 28 · EIN 22-2799756 1055 WESTLAKE DRIVE, SUITE 250 · BERWYN, PA 19312 | Investment Management | $14,399 |
Service code 15 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Recordkeeping | $14,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,622 | $75,388-60.7% | $123,553-76.0% | $55,725-46.8% |
| Participation rate | 62.3% | 75.7%-13.4pp | 82.3%-20.0pp | 70.9%-8.6pp |
| Annual return | -3.12% | 4.48%-7.6pp | 119.21%-122.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,916 | $3,063-37.5% | $4,628-58.6% | $2,078-7.8% |
| Participant deferral / active EE | $5,303 | $5,651-6.2% | $6,426-17.5% | $3,356+58.0% |
| Admin fee / account holder | $251 | $120+109.7% | $9,284-97.3% | $115+118.1% |