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 |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $15,368 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,659 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,544 | $65,125-53.1% | $143,797-78.8% | $66,949-54.4% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -16.58% | -11.13%-5.5pp | -0.04%-16.5pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,884 | $2,362-20.3% | $4,952-62.0% | $2,545-26.0% |
| Participant deferral / active EE | $3,572 | $2,920+22.3% | $5,638-36.6% | $4,239-15.7% |
| Admin fee / account holder | $202 | $503-59.9% | $14,679-98.6% | $594-66.0% |