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 |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION INNOVATIONS & CONSULTING Service code 17 · EIN 34-1944384 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Pension Consulting | $6,531 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $5,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $3,102 | $30,599-89.9% | $74,577-95.8% | $57,658-94.6% |
| Participation rate | 53.9% | 49.1%+4.7pp | 68.1%-14.2pp | 70.2%-16.4pp |
| Annual return | 6.22% | 14.24%-8.0pp | 20.47%-14.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $367 | $1,000-63.3% | $2,525-85.5% | $1,974-81.4% |
| Participant deferral / active EE | $371 | $1,805-79.5% | $3,458-89.3% | $3,061-87.9% |
| Admin fee / account holder | $40 | $98-59.3% | $4,138-99.0% | $95-57.8% |