Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING GROUP3 years Filed as: VALUE MANAGEMENT INC Service code 28 · EIN 23-2639318 | Investment Management | $66,792 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,537 | $66,457+168.7% | $81,438+119.2% | $77,671+129.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 31.83% | 15.93%+15.9pp | 24.74%+7.1pp | 31.21%+0.6pp |
| Employer contribution / active EE | $5,005 | $2,159+131.8% | $2,460+103.4% | $2,726+83.6% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,648-100.0% |
| Admin fee / account holder | $69 | $583-88.1% | $5,764-98.8% | $430-83.9% |