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 |
|---|---|---|
CRESCENT HILL PARTNERS LLC2 years Service code 27 · EIN 46-1330773 | Advisory (Plan) | $25,869 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,010 | $47,163-0.3% | $149,696-68.6% | $74,460-36.9% |
| Participation rate | 34.9% | 63.4%-28.5pp | 78.8%-43.9pp | 70.7%-35.8pp |
| Annual return | 14.94% | 22.75%-7.8pp | 134.46%-119.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $448 | $1,907-76.5% | $4,821-90.7% | $2,638-83.0% |
| Participant deferral / active EE | $1,383 | $2,730-49.3% | $5,682-75.7% | $4,530-69.5% |
| Admin fee / account holder | $185 | $343-46.1% | $13,212-98.6% | $348-46.8% |