Filed December 30, 2024
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 |
|---|---|---|
Filed as: NAVIGATE 401K LLC Service code 27 · EIN 85-0984196 | Advisory (Plan) | $87,004 |
Service code 37 · EIN 04-2647786 | Loan Processing | $80,545 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,269 | $106,247-16.9% | $147,096-40.0% | $77,714+13.6% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 19.15% | 56.87%-37.7pp | 419.75%-400.6pp | 31.26%-12.1pp |
| Employer contribution / active EE | $8,774 | $4,069+115.6% | $4,936+77.8% | $2,727+221.8% |
| Participant deferral / active EE | $8,034 | $7,996+0.5% | $8,071-0.5% | $4,649+72.8% |
| Admin fee / account holder | $150 | $338-55.5% | $13,005-98.8% | $433-65.3% |