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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $34,248 |
N.A. FALCONE & ASSOCIATES, INC.9+ years Service code 13 711 NORTH YORK ROAD, SUITE 200 · WILLOW GROVE, PA 19020 | Contract Administrator | $26,735 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,872 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,652 | $76,696-14.4% | $96,538-32.0% | $71,529-8.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.99% | 48.32%-28.3pp | 35.74%-15.7pp | 28.97%-9.0pp |
| Employer contribution / active EE | $4,146 | $3,032+36.8% | $3,740+10.8% | $2,590+60.1% |
| Participant deferral / active EE | $4,442 | $3,770+17.8% | $4,880-9.0% | $4,291+3.5% |
| Admin fee / account holder | $182 | $2,030-91.0% | $6,737-97.3% | $1,588-88.5% |