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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,833 |
PFS INVESTMENTS1 year Filed as: PRIMERICA FINANCIAL SERVICES, INC. Service code 55 · EIN 06-1375177 | Other Commissions | $1 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,099 | $63,905-65.4% | $74,184-70.2% | $57,658-61.7% |
| Participation rate | 98.2% | 79.8%+18.4pp | 76.6%+21.6pp | 70.2%+28.0pp |
| Annual return | 7.69% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,143 | $1,840-37.9% | $2,370-51.8% | $1,974-42.1% |
| Participant deferral / active EE | $1,671 | $3,448-51.5% | $3,550-52.9% | $3,061-45.4% |
| Admin fee / account holder | $12 | $91-86.6% | $5,586-99.8% | $95-87.1% |