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 LLC8+ years Service code 99 · EIN 27-3463733 | Other Fees | $75,442 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $15,089 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,940 | $71,523+136.2% | $98,461+71.6% | $71,511+136.2% |
| Participation rate | 98.7% | 72.7%+26.0pp | 75.2%+23.5pp | 67.9%+30.8pp |
| Annual return | 17.72% | 32.43%-14.7pp | 21.17%-3.5pp | 28.86%-11.1pp |
| Employer contribution / active EE | $5,991 | $2,399+149.7% | $3,049+96.5% | $2,589+131.4% |
| Participant deferral / active EE | $6,928 | $4,109+68.6% | $4,738+46.2% | $4,291+61.5% |
| Admin fee / account holder | $96 | $1,676-94.2% | $8,961-98.9% | $1,588-93.9% |