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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,580 |
Filed as: ONE ADVISORY PARTNERS, LLC Service code 26 · EIN 45-4357540 | Advisory (Participants) | $60,474 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,632 |
Service code 28 · EIN 47-3575125 | Investment Management | $16,521 |
FCI ADVISORS7+ years Service code 26 · EIN 43-1703335 | Advisory (Participants) | $15,279 |
Filed as: CGO WEALTH MANAGEMENT, LLC Service code 26 · EIN 27-3727150 | Advisory (Participants) | $11,036 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,028 | $120,450+178.1% | $159,495+110.1% | $93,010+260.2% |
| Participation rate | 93.7% | 78.0%+15.8pp | 82.8%+10.9pp | 73.9%+19.8pp |
| Annual return | 15.22% | 27.11%-11.9pp | 263.72%-248.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $12,314 | $3,526+249.3% | $4,831+154.9% | $2,705+355.2% |
| Participant deferral / active EE | $10,708 | $7,283+47.0% | $7,354+45.6% | $4,561+134.8% |
| Admin fee / account holder | $160 | $137+16.8% | $10,804-98.5% | $152+5.3% |