Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 | Recordkeeping Fees | $9,249 |
Filed as: PRIVATE CLIENT SERVICES, LLC Service code 27 | Advisory (Plan) | $1,639 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 | Contract Administrator | $1,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,687 | $58,320-95.4% | $86,451-96.9% | $66,949-96.0% |
| Participation rate | 76.6% | 78.6%-1.9pp | 80.3%-3.7pp | 69.8%+6.8pp |
| Annual return | -22.82% | -9.71%-13.1pp | 4398.51%-4421.3pp | 1.57%-24.4pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,207 | $6,899-68.0% | $6,953-68.3% | $4,239-47.9% |
| Admin fee / account holder | $56 | $546-89.7% | $6,734-99.2% | $594-90.5% |