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| Provider | Service type | Compensation |
|---|---|---|
PEAK RETIREMENT GROUP1 year Filed as: PEAK WEALTH SOLUTIONS INC Service code 27 29225 CHAGRIN BLVD 100 · PEPPERPIKE, OH 44122 | Advisory (Plan) | $25,040 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,875 | $91,474-33.5% | $135,982-55.2% | $71,529-14.9% |
| Participation rate | 90.9% | 75.7%+15.2pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 19.74% | 29.89%-10.2pp | 68.32%-48.6pp | 28.97%-9.2pp |
| Employer contribution / active EE | $1,821 | $3,705-50.9% | $4,859-62.5% | $2,590-29.7% |
| Participant deferral / active EE | $5,735 | $7,095-19.2% | $7,760-26.1% | $4,291+33.6% |
| Admin fee / account holder | $150 | $1,267-88.2% | $10,767-98.6% | $1,588-90.6% |