Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPASS ION ADVISORS LLC Service code 27 · EIN 26-3205926 | Advisory (Plan) | $37,351 |
Service code 13 · EIN 23-2942715 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Contract Administrator | $2,650 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 86-0206507 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,955 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 48-1305000 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $1,929 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,712 | $101,672-8.8% | $147,117-37.0% | $74,478+24.5% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 14.14% | 8757.83%-8743.7pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $11,563 | $3,813+203.2% | $4,932+134.4% | $2,626+340.3% |
| Participant deferral / active EE | $4,167 | $7,305-43.0% | $8,065-48.3% | $4,350-4.2% |
| Admin fee / account holder | $50 | $1,753-97.1% | $12,993-99.6% | $1,946-97.4% |