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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5+ years Service code 99 · EIN 27-3463733 | Other Fees | $66,887 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $13,515 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,195 | $70,917+154.1% | $98,920+82.2% | $73,497+145.2% |
| Participation rate | 97.9% | 73.8%+24.0pp | 76.0%+21.8pp | 70.7%+27.2pp |
| Annual return | 13.56% | 34.18%-20.6pp | 196.47%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $5,276 | $2,037+159.0% | $2,689+96.2% | $2,270+132.4% |
| Participant deferral / active EE | $6,121 | $3,501+74.8% | $4,245+44.2% | $3,740+63.7% |
| Admin fee / account holder | $80 | $535-85.1% | $6,643-98.8% | $513-84.4% |