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 |
|---|---|---|
SAIPH CAPITAL LLC3 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $41,575 |
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,625 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,397 | $101,499-18.8% | $147,005-43.9% | $74,546+10.5% |
| Participation rate | 95.0% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 12.89% | 8732.34%-8719.5pp | 418.76%-405.9pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $5,068 | $3,811+33.0% | $4,934+2.7% | $2,624+93.1% |
| Participant deferral / active EE | $9,697 | $7,304+32.8% | $8,070+20.2% | $4,347+123.0% |
| Admin fee / account holder | $36 | $1,748-97.9% | $13,006-99.7% | $1,944-98.2% |